Cant find what you are looking for? 
SugarCRM Downloadable Training PDFs
| Name | Download |
|---|---|
| SugarCRM Administration Training |  Download |
| SugarCRM End User Training | Download |
| SugarCRM Outlook Plug-in Training | Download |
| SugarCRM Sales Process | Download |
SugarCRM 6.2 Training Videos
Getting Started with SugarCRM
Log into Sugar 1, Select different themes and languages 2, Understand how to navigate Sugar 3, Personalise the Sugar Home page 4, Use system links |
Welcome to SugarCRM
1, Understand Sugar 2, Learn how to navigate Sugar 3, Understand reporting capabilities 4, Perform basic admin functions 5, Configure email settings 5, Discover additional Sugar resources |
Importing Data in Sugar
1, Understand importing features 2, Understand your importing options 3, Import and update data into various modules 4, Prepare your data for importing |
Configuring Email Settings
1, Configure outbound email settings for system notifications 2, Understand schedulers 3, Configure inbound email settings for a group mailbox 4, Set up a user's email 5, Understand how you can edit and manage email campaign settings |
Creating Effective Workflows
1, Understand when to use Sugar workflow 2, Configure your system to enable workflows 3, Utilise the Sugar workflow components such as conditions and alerts |
Working with Records
1, Understand record terms, icons and actions 2, Understand record/module views 3, Create and manage records 3, Search 4, Edit multiple items 5, Export data 6, Merge duplicates |
Email Campaign Management
1, Create email templates 2, Create target, suppression, test and seed lists 3, Create and embed tracker links 4, Build, test and execute email campaigns 5, Review status of campaigns |
Creating and Using Reports
1, Understand Reporting Features 2, Navigate the Reports Module 3, Understand Report Types 4, Create Reports 5, Modify Existing Reports 6, Schedule Reports for Email Delivery 7, Export and Print Reports 8, Display report charts on the Home page |
Implementing Users, Teams and Roles
1, Understand user types, create, edit, activate and deactivate users in Sugar Reassign records 2, Understand team characteristics, create teams, assign users to teams, manage team information, and create and manage team notices 3, Define role characteristics, create roles, and manage field-level access. |
IMAP Integration
1, Understand how to configure your Sugar instance to integrate with Gmail 2, Understand how to configure your Sugar with any mail server that users the IMAP protocol |
