SugarCRM Training Course Outline:

Chapter – 1
• Introduction to CRM.
• Navigation – finding your way around SugarCRM.
• Search – how to find information in SugarCRM.
• Knowing your SugarCRM.
• Account and Contact Management – Creating & Finding.
• Account and Contact Management – Editing & Managing.

Chapter – 2
• Lead Management – Creating & Finding.
• Lead Management – Editing, Managing & Converting.
• Opportunity Management – Creating & Finding.
• Opportunity Management – Editing & Managing.
• Activity Management – Creating & Finding Tasks, Meetings and Calls
• Activity Management – Editing & Managing Tasks, Meetings and Calls

Chapter – 3
• The Sales Cycle – Opportunities, Leads and the Sales Pipeline
• Using Reports & Dashboards.
• Customer Support – Issue Management with Cases.
• Marketing & Email Campaign Overview.
• Email & Thunderbird Plugin Overview.
• Data Import & Exports.

Chapter – 4
• Introduction to Commercial SugarCRM Products.
• Setting-up the SugarCRM Product Catalog.
• Product types, subtypes, and categories.
• Enabling and disabling modules in SugarCRM.
• Modifying screen layouts using the Studio.

Chapter – 5
• Overview of the SugarCRM Custom Module Builder.
• Custom module design considerations.
• Understanding data relationships.
• Creating and deploying modules.
• Modifying modules relationships.

SugarCRM Training course cost only US $45* 🙂