Learning Pathway: Executive User

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Summary

Learn the essentials of using the Sugar application as an Executive user.

Description

This learning pathway will get an Executive end-user started using the Sugar platform. Examples of what you'll learn include an intro to Sugar modules, how to navigate, search for the data you need, and much more.

What you'll learn:

  • Understanding Sugar's primary modules and how they work together
  • How to navigate and personalize the application
  • How to search and filter records
  • How to create and manage records
  • How to use Hint

Duration

6 hours

Content

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 efficiently search in Sugar, as well as best practices for finding the information you need quickly. 

What you'll learn:

  • How to use Global Search
  • How to search for related records
  • How to search in the list view 

Learn how to create new records, and modify existing records.

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