The DanmarCRM Map of User Leads created in CRM

from:
  • • website forms (eg: gravity forms)
  • • website forms generated by Mautic
  • • bought leads
  • • Facebook lead generation integration

SugarCRM Training Videos

Getting Started with SugarCRM


This session will enable you to:
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


This session will enable you to:

  • 1, Understand Sugar
  • 2, Learn how to navigate Sugar
  • 3, Understand reporting capabilities
  • 4, Perform basic admin functions
  • 5, Configure email settings
  • 6, Discover additional Sugar resources

Importing Data in Sugar


This session will enable you to:

  • 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


This session will enable you to:

  • 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


This session will enable you to:

  • 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


This session will enable you to:

  • 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


This session will enable you to:

  • 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


This session will enable you to:

  • 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


This session will enable you to:

  • 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


This session will enable you to:

  • 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

Contact us


Feel free to reach out to us any time. You can use any of the means below

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