This course covers the basics of how to use Sugar CRM including how to navigate the interface and perform common tasks such as creating records, leads, contacts and opportunities. People will also learn how to manage their own activities, search for content and create dashboards.

  • 1 day
  • 2 training units
  • Yes
  • Training

Course Topics

  • Introduction
  • Getting Started
  • Navigating the User Interface
  • Creating and Updating Records
  • Leads, Contacts, and Opportunities
  • Managing Activities
  • Searching
  • Activity Streams
  • Dashboards and Dashlets

Pre-requisites

In order for you to get the most out of this course, you should have basic computer skills including how to use a common Browser. Previous CRM experience will be an advantage but is not required.


Courses are regularly scheduled according to demand and are confirmed to run once minimum numbers have been met. Custom courses can be arranged if you require a specific date or custom content. You may also be eligible for a discount if you have several people for the same class. Talk to your Squiz Account Manager or use the form below to contact us about your training requirements.

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