Training

SugarCRM Training for Support - Getting Started

Colin Neumann

SugarCRM Training for Support - Getting Started

Class: SugarCRM Training for Support
Duration: 8 hours
Product: SugarCRM versions 6.2 to 6.6
Editions: Professional, Corporate, Enterprise, Ultimate, Community
Class Type: Available Online or at the Technology Advisors Training Center
Cost: $295 Online/$345 Live Classroom

Upcoming Schedule For this Class:

Class Location Cost Date & Time Register

SugarCRM Training for Support
Length: 2- Half days (8 hours)

 Online $295

June 12-13
9:00 AM - 1:00 PM CST

 Register Now

SugarCRM Training for Support
Length: 1 day (8 hours)

 Technology Advisors Training Center $345

July 10
9:00 AM - 5:00 PM CST

 Register Now

Suggested Audience: SugarCRM end users in a customer service, customer support or help desk role

Prerequisites: None

Description: This class is designed for anyone in a customer service, customer support or help desk role and covers all the essential features of SugarCRM as well as teaching you how to master the customer support tools that are built in to Sugar to enter, track and resolve customer issues. You will also learn how to set up a dashboard, create custom reports, incorporate documents and attachments into tickets, and integrate with Outlook.

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
- Overview of Leads, Accounts, Contacts,
& Opportunities in SugarCRM		 - Searching
- Setting Up Campaigns - Sales Workflow
- Creating Email Campaigns - Creating Target Lists
- Web to Lead Forms - Sending and Tracking Email Campaigns
- Creating Reports - Mail Merge
- Email Templates - Outlook Integration & Mobile Access
- Documents & 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.