New Sugar User Orientation

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This training is free.


FREE

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Summary

This is your starting point if you are a new Sugar user! This course will help get you started with the Sugar platform, it's modules, and how to successfully navigate and use the application at a high level.

Description

Learn about the core modules in Sugar and how they work together, how to navigate the application with ease, as well as how to search, create, and modify records.

This course will include the following self-paced eLearning courses:

  • Introduction to Sugar Modules
  • Navigating Sugar 7
  • Searching in Sugar 7
  • Creating and Modifying Records

Duration

4 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

In this course you will learn how to navigate Sugar 7.

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 

Upcoming Classes