As an administrator of your SugarCRM system you need to manage SugarCRM effectively and efficiently. This class will give you an overview of how to use all of the administrative tools for making configuration changes to your SugarCRM instance. You will learn how to create and manage users and teams, add new fields, change dropdown lists, create workflows and much more.  

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

SugarCRM Administrators


Getting Started with SugarCRM – End User or proficient experience with SugarCRM

What's covered/what you will learn

- Navigating the SugarCRM Admin Page - Using Module Builder to Create Custom modules
- System Settings - Using Module Loader
- License Management - Editing Dropdown Lists
- Email Settings & Scheduler - Using Workflows
- Accessing Sugar Resources - Managing Product Catalog, Bug Tracker, & Contract Dropdowns
- System Repairs and Upgrades - Setting Up Forecasting
- Module Settings - Importing Data
- Users, Teams, Roles, & Passwords - Creating Custom Reports
- Overview of Developer Tools - Sugar Portal Editor

- Using Studio to Add and Edit Fields, Edit Labels, and Customize Layouts

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: 9 Hours

Location: Online

Cost: $650

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