Business Users: Get Started Using Sugar

Document created by Brieanne Rowe Employee on Jan 17, 2020
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About this course

Learn the essentials of using Sugar as a Sugar business user. You'll learn how to navigate the application, create records, convert leads, create reports, forecast, and much more.


Intended Audience

  • SugarCRM End Users
  • Sales Executives
  • Marketing Managers
  • Sales Operations
  • Executives


This course includes the following lessons:

  • Personalizing your Sugar View
  • Managing your Dashboard
  • Creating Records
  • Converting Leads
  • Forecasting
  • Importing and Exporting Records
  • Using SugarBPM/Advanced Workflow
  • Installing and using Outlook Plug-in
  • Creating basic reports


Suggested Pre-requisite

  • Introduction to Sugar