This comprehensive one-day online classroom training provides your SugarCRM users the training they need to use SugarCRM effectively and efficiently. Through a combination of lecture and hands-on exercises students will become proficient at end user basics in order to fully leverage SugarCRM. This course is designed for both on-demand and on-premise customers.
Audience: SugarCRM End-Users
Editions: SugarCRM Enterprise, SugarCRM Professional, SugarCRM Community Edition
Version(s): 5.0, 4.5.1
Type: Online and Classroom Training
Schedule: SugarCRM Course Schedule
Objectives
This course will enable you to:
- Become a proficient SugarCRM User
Course Outline
1. CRM Overview
2. End-User Getting Started
3. Working with Records
4. Lead Management
5. Opportunity Management
6. Account and Contact Management
7. Activity Management
8. Creating Common Reports
9. Products and Quotes
10. Email and Outlook Plug-in Overview
11. Overview of other modules as needed