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Open Source CRM Administration 201
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Description Course Number Duration Audience Pricing Purchase
Intermediate CRM Administration ADM-SugarCRM-201 4h* Admins 500USD

Course Benefits

This course builds upon ADM-SugarCRM-101 by providing additional detailed training on various administration functions within the application.


Who Should Attend

This course is targeted for System Administrators and in some rare cases Super Users.

Learning Objectives

Implementing Users, Groups, and Roles

  • Understand user types, create, edit, activate, deactivate and reassign users in intelecrm
  • Understand group security characteristics, create groups, assign users to groups, manage group information
  • Define role characteristics, create roles and set privileges
  • Efficiencies Duplicate Function
  • Field level security: setting, managing

Using intelecrm Studio

  • Perform basic customizations to the screen layout of a given module
  • Create custom fields for a given module
  • Edit dropdown values for a standard field or a custom field
  • Restore to a previous version of a screen layout


Completing ADM-SugarCRM-101 is recommended prior to taking this course.

*Duration includes up to 2 hours of prep and post, and up to 2 hours of training.

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