Learning Pathway: Marketing Users

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Summary

Learn the essentials of using the Sugar application as a Marketing User.

Description

Built for the Marketing professional, this pathway will provide you with the skills needed to get the most out of the Sugar including specific marketing modules.

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 import and export data
  • How to use and create Reports
  • How to create email Campaigns

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 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 how to create and manage campaigns in Sugar. target lists, campaign email templates, and email campaigns.

What you'll learn: 

  • What types of Campaigns can be created
  • How to create Target lists 
  • How to create email templates
  • How to use the Campaign Wizard
  • How to create and run an email campaign

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