This comprehensive two-day learning session provides students with the necessary skills and best practices to use Sugar for successful results.  Through a combination of lecture and hands-on exercises, students will learn and apply the key competencies needed for using Sugar.

This course is designed for both on-demand and on-premise administrators.

Duration: 2 days    Version(s): 5.1, 5.2   Type: Classroom

Editions: Sugar Enterprise, Sugar Professional, Sugar Community Edition

Objectives: This learning session will enable you to:

• CRM and SugarCRM Overview and Navigation
• Working with Records – Create, link, manage and search records
• Lead Management – Create and Manage Leads and Understand the Lead Conversion Process. – Best Practices
• Accounts and Contacts Management – Create and Manage Accounts and Contacts
• Activities and Calendar – Create and Manage tasks, calls, meetings and activities. Shared Calendar and Best practices and Mass Activity handling.
• Email – Setting up and configuring Email settings, Composing Email and Understand other Email related features.
• Opportunity Management
• Understanding Products and Quotes
• Reports – Creating and Managing Reports
• Plugins – Outlook, Word and Excel
• Understand the best practices and Review
• An Introduction to SugarCRM 5.5 and Roadmap.

Audience: End Users, Sales Team, Management.

Prerequisites: Need to have a basic understanding of Sales terminology and touch with a Browser. A basic understanding of POP or IMAP and SMTP or sendmail is recommended for the email settings segment, but not required.