Learn the essentials of using Sugar as a Sugar business user. You'll learn how to navigate the application, create records, convert leads, create reports, and much more.
Intended Audience:
This course includes the following lessons:
Hands-On Practice | |
Creating a Dashboard | What you'll learn:
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Creating a Record | In this video, you will learn three ways to create different types of records in Sugar. |
Converting a Lead | What you'll learn:
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Creating a Quote | What you'll learn:
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How to Filter Records in a Module List View | Learn how to filter Sugar records in a Module List View. |
Importing Records | What you'll learn:
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Exporting Records | What you'll learn:
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Processing SugarBPM Tasks | Discover how to access and manage SugarBPM tasks that have been assigned to you or your team. |
Creating a Rows & Columns Report | What you'll learn:
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Creating a Summation with Details Report | What you'll learn:
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Price: FREE
Please email university@sugarcrm.com if you have course feedback or need assistance