Learning Pathway: Administrators

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Summary

Learn the essentials of getting started as a Sugar Administrator.

Description

Your team depends on you to configure Sugar to meet your organization's business needs and setup requirements. This learning pathway will provide you with the introductory skills necessary Sugar Administration.

What you'll learn:

  • Understanding the 5 steps to implementing Sugar
  • Understanding Sugar's primary modules and how they work together
  • How to navigate and personalize the application
  • How to navigate the Sugar Administration Home Page
  • How to configure Sugar Email settings
  • How to import and export data
  • How to configure Forecasting in Sugar
  • How to use and create Reports
  • How to configure Advanced Workflow

Duration

6 hours

Content

Learn the 5 steps to implementing Sugar.

What you'll learn: 

  • How to prepare for success
  • How to define user access and permissions
  • How to create a user experience within Sugar
  • How to enable the user experience
  • How to deploy Sugar and empower your users

High-level overview of some of Sugar’s core modules and how they can be used.

What you'll learn:

  • Basic Sugar terminology
  • What core modules are used for marketing, sales, and support automation in Sugar
  • How Sugar's primary modules work together

Learn how to navigate the Sugar application, understand how Sugar modules work together, as well as the differences between personalizing, configuring and customizing Sugar. 

What you'll learn:

  • An overview of what CRM is, and what Sugar has to offer as a solution
  • How to login to Sugar and manage your personal profile
  • How to identify Tours and Help Dashboards
  • How to naviate Sugar
  • How to personalize your home page

Learn how to configure system email settings in the Administration page.

What you'll learn:

  • How to configure system-wide Outbound Email
  • How to configure Related Contact Emails
  • How to manage the Email Queue
  • How to manage Inbound Email
  • How to manage Campaign Email settings
  • How to set up Email Archiving 

 

Learn how to import and export data from your Sugar instance.

What you'll learn:

  • How to prepare your data for importing
  • How to use the Import Wizard
  • How to export your data
  • Importing best practices

Learn how to configure the Forecasting module in Sugar.

What you'll learn:

  • How to set up Time Periods
  • How to set up Ranges 
  • How to set up Scenarios 
  • How to manage Worksheet columns

Learn how to create and use each of the four different Sugar report types.

What you'll learn: 

  • How to navigate the Reports module
  • How to create each report type
  • How to modify reports
  • How to share reports
  • Reporting best practices

Learn about Advanced Workflow and how it can be used to streamline your business processes. 

What you'll learn:

  • How to create process definitions
  • How to create process business rules
  • How to create process email templates
  • How to manage running processes

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