SugarCRM End User Training

Class: Getting Started with SugarCRM – End User
Duration: 16 hours
Product: SugarCRM versions 6.2 to 6.6
Editions: Professional, Corporate, Enterprise, Ultimate, Community
Class Type: Available Online or at the Technology Advisors Center
Cost: $495 Online/$545 Live Classroom

Upcoming Schedule For this Class:

Class Online
(All times are CST)
TAI Training Center
(All times are CST)
SugarCRM End User Training
Length: 16 hours
Cost
Online: $495
TAI Training Center: $545

November 17-20
9:00 AM - 1:00 PM

October 27-28
9:00 AM - 5:00 PM

December 15-16
9:00 AM - 5:00 PM

Suggested Audience: Individuals with overlapping responsibility across sales, marketing and support; members of sales support, marketing operations, or training departments; IT help desk/internal software support.

Prerequisites: None

Description: The most comprehensive of the End User training classes, this class is designed for individuals that need to have an in-depth understanding of the features and functions of SugarCRM in order to train, guide and/or support others within their department or across the organization. The in-depth class provides how to use all of the sales, marketing and support tools available in SugarCRM.

In addition to the PowerPoint slides and hands-on labs completed in the class, you will also receive the complete Kindle version of our Getting Started with SugarCRM guide.

What’s covered/what you will learn:

- Navigating the SugarCRM workspace - Setting Up Dashboards
- Searching - Sales Workflow
- Leads - Accounts & Contacts

- Opportunities

- Quotes & Products
- Projects - Forecasting
- Creating Reports - Setting Up Campaigns
- Creating Target Lists - Creating Email Campaigns
- Sending and Tracking Email Campaigns - Web to Lead Forms
- Email Templates - Cases
- Knowledge Base - Bug Tracker
- Contracts - Customer Portal
- Mail Merge - Outlook Integration & Mobile Access
- Documents and Attachments  

Payment Policy
Payment is due upon registration for a class. Full payment is required prior to attendance. We accept corporate credit cards and company checks. Upon completion of the registration form, our Training Registration Coordinator will be in touch with you or you can register directly by calling 847-655-3400.

Cancellation Policy
We reserve the right to cancel a class if it does not meet minimum attendance requirements, as determined by Technology Advisors, Inc. If an attendee is registered for a class that is canceled, notification will be made 5 working days before the class date.