This class is designed for anyone in a marketing role and covers the essential features of SugarCRM as well as teaching you how to master the marketing tools that are built in to Sugar. You will also learn how to set up a campaign, create web to lead forms, and use mail merge and email templates to nurture and market to prospects and customers.

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 end users with marketing responsibility or in a marketing role



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 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: 8 Hours

Location: Online

Cost: $350

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