Learning Pathway: Managers / Sales Operations


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Learn the essentials of using the Sugar application as a Manager or Sales Operations Professional.


If you are leading a team of Sugar users or responsible for sales operations, this is your pathway. Get started with Sugar and also get access to forecasting and team management training.

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 edit records
  • How to create and manage activities
  • How to import and export data
  • How to use and create Reports
  • How to use Forecasts
  • How to manage your team in Sugar
  • How to use Hint


6 hours


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 and manage records and activities in Sugar.

What you'll learn:

  • How to create records in various locations within the application
  • How to create a Lead or Contact from a vCard
  • How to create a record using the Outlook Plug-in
  • How to create activity records on your Calendar
  • How to create records on the mobile app
  • How to edit existing records 

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 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 what the Forecasting module has to offer.

What you'll learn:

  • How forecasting is defined in Sugar
  • How the forecasting process works


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 set quotas and commit the team Forecast Worksheet in the Forecasting module.

What you'll learn: 

  • How to set quotas for sales reps
  • How to commit the Sales Managers personal worksheet
  • How to commit the Sales teams Worksheets

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