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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.

This course will suit anyone who is new to Sugar and requires a basic understanding of the Sugar User interface, and how it uses data records. It is targeted primarily at new Sugar users.

1 Day
2 Training units ($1,000 + GST)
Live learning available

Course Topics

This course will cover the following 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

Candidates should have:

  • Basic computer skills including how to use a web browser.

Previous CRM experience will be an advantage but is not required.

Available classes for this course
Location Date

Book

Live Learning 18 Feb 2020 Book now
All training bookings are subject to our terms and conditions
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