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.

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.



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 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.

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.

Upcoming Dates:
Sorry No Upcoming Events

Duration: 12 Hours

Location: Online

Cost: $950

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