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.

Suggested Audience

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



What's covered/what you will learn

- Navigating the SugarCRM workspace - Setting up Dashboards
- Searching - Sales Workflow
- Overview of Accounts, Contacts,
  & Opportunities in SugarCRM
- Cases
- Knowledge Base - Bug Tracker
- Contracts - Customer Portal
- 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

Register Today!

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