How to Configure Sugar Sell

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Overview

This course is designed to provide a practical overview of how Sugar System Administrators should configure Sugar Sell.  It will focus on all the basic configurations an admin needs to set up to begin their organization’s implementation of Sugar Sell.  Throughout the course, you'll learn best practices and will have the opportunity to put your learning into action with hands-on practice labs. 

Lessons

How to Complete Your Hands-On Assignments
Lesson 1: Understanding a High-Level Overview of Sugar Sell's Administration Functionality
Lesson 2: Using the SugarCloud Insight to Create Users
Lesson 3: Creating Teams and Roles
Lesson 4: Configuring Systems Settings
Lesson 5: Setting Up Outbound Email
Lesson 6: Configuring Existing Sugar Modules
Lesson 7: Creating a New Sugar Module
Lesson 8: Configuring Tile View
Lesson 9: Importing Records
Lesson 10: Enabling Forecasting
Lesson 11: Configuring Console Management
Lesson 12: Adding Business Centers
Lesson 13: Closing & Wrap-up
Answers to Hands-On Assignments

Price: FREE

Please email university@sugarcrm.com if you have course feedback or need assistance