This class is designed for anyone in a sales role and covers the entire sales process from start to finish. In addition to learning how to use the essential features of SugarCRM as a sales end user and track a sale from lead to won opportunity in SugarCRM, you will also learn how to set up your dashboard, create custom reports, and use mail merge and email templates to easily stay in touch with your contacts.

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 sales responsibility or in a sales role



What's covered/what you will learn

- Navigating the SugarCRM workspace - Quotes & Products
- Setting Up a Dashboard - Forecasting
- Searching - Creating Reports
- Sales Workflow - Mail Merge
- Leads - Outlook Integration & Mobile Access
- Accounts & Contacts - Email Templates
- Opportunities - 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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