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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.

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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

Prerequisites

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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