SugarCRM Workflows

Creating Effective Workflows Webinar

Want to automate your business processes using Sugar?  This four hour online classroom training provides your SugarCRM Admin users the necessary training to create and manage workflows and how defining a workflow allows you to track events, set out alerts, and execute any necessary actions when the specified conditions are met. This course is designed for both on-demand and on-premise customers.

Audience: SugarCRM Admin Users
Editions: Sugar Enterprise, Sugar Professional, Sugar Community Edition
Version(s): 5.2, 5.1, 5.0, 4.5.1
Type: Online Training

Schedule:  SugarCRM Course Schedule

Objectives

This course will enable you to:

  • Understand when to use a Sugar workflow
  • Configure your system to enable workflows
  • Utilize the Sugar workflow components such as conditions and alerts

Pre-requisites: Basic end-user knowledge of SugarCRM modules/records, Administrator priviledges, Workflows in your current business that you wish to automate

For more information about this course and others please contact us or e-mail trainme@levementum.com.

 

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