SugarCRM Training

Sugar Fundamentals

Description: This comprehensive 2 hour instructor lead online learning session provides students with the necessary skills and best practices to use the standard features of Sugar for successful results.

Type: Online

Audience: All Sugar Users

Editions: Sugar Enterprise, Sugar Professional, Sugar Open Source

Objectives: This learning session will enable you to:

  • Navigate Sugar
  • Home Page and Dashboards
  • Search for records
  • Create and manage linked records
  • Convert leads to opportunities
  • Record activities and history
  • View Reports

Sugar Administrator Fundamentals – Level 1

Description:
This comprehensive 2 x 2 hour instructor lead online learning sessions provides students with the necessary skills and best practices to administer Sugar for successful results. Through a combination of lecture and hands-on exercises, students will learn and apply the key competencies needed for setting up, configuring, maintaining, and customizing Sugar.

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

Type: Online

Audience: Administrators

Editions: Sugar Enterprise, Sugar Professional, Sugar Open Source

Objectives: This learning session will enable you to:

  • Configure system settings
  • Add logos to your Sugar system and quotes
  • Configure email settings
  • Implement users, teams and roles
  • Configure Tracker settings
  • Upgrade to the latest version
  • Understand installation best practices

Sugar Administrator Fundamentals – Level 2

Description:
This comprehensive 2 x 2 hour instructor lead online learning sessions provides students with the necessary skills and best practices to administer Sugar for successful results. Through a combination of lecture and hands-on exercises, students will learn and apply the key competencies needed for setting up, configuring, maintaining, and customizing Sugar.

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

Type: Online

Audience: Administrators

Editions: Sugar Enterprise, Sugar Professional, Sugar Open Source

Objectives: This learning session will enable you to:

  • Load new modules
  • Perform basic customizations using Studio
  • Create new modules using Module Builder
  • Create workflows

 

Exclusive Discount

Receive a 10% discount on your first year SugarCRM licence subscription when you purchase a SugarCRM Consulting Package from Innovent. Call 1300 781 681 or email sales@innoventsoftware.com.au to learn more.