Admin Quick Start for Experienced CRM Administrators

Document created by Brieanne Rowe Employee on Mar 5, 2020
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About this course

This introductory course provides new Administrators who are familiar with other CRMs the skills necessary to start administering Sugar.  


In this course we will cover the following topics:

  • Understanding Sugar Terminology 
  • Creating and Managing Users
  • Creating and Managing Teams 
  • Managing Roles and Permissions 
  • Configuring Sugar
  • Understanding SugarBPM
  • Creating basic Reports 


Intended Audience

  • Individuals who have administered other CRM applications
  • Individuals who are Certified as Administrators in other CRM platforms