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1CRM Modules

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