In this one hour course you will learn the basic definition of what is a Lead in SugarCRM, the various ways to enter a Lead into the system, how to enter and track Lead nurturing activities, define the Lead Conversion process, and how to manage your Leads for marketing purposes. This course is part of the 8 hour comprehensive End User Training course which covers the entire SugarCRM application in more detail.
Audience: End Users
Editions: Sugar Enterprise, Sugar Professional, Sugar Community Edition
Version(s): 5.5, 5.2, 5.0, 4.5.1
Type: Online Training
Schedule: SugarCRM Course Schedule
Objectives
Learn to create, manage, and capitalize on your Leads with SugarCRM
Course Outline
- Course Introduction
- Understand Leads
- Create/Search for Leads
- Manage Leads
- Convert Leads
- Review and Conclusion
For more information about this course and others please contact us or e-mail trainme@levementum.com.
