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Open Source CRM Introduction
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Description Course Number Duration Audience Pricing Purchase
Introduction to basic CRM use cases USR-SugarCRM-101 4h* Users, Admins 500USD

Course Benefits

This comprehensive overview course provides users, administrators, and company executives an overview of Open Source CRM functions and capabilities.

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Who Should Attend

This course is designed for all users types.

Learning Objectives

Introduction to the Open Source CRM User Interface

  • Basic navigation
  • The interface paradigm (list view, detail view, edit view, sub panels)
  • User settings
  • Searching

Module Review

  • Leads
  • Accounts
  • Contacts
  • Opportunities
  • Quotes / Products
  • Email
  • Activities and Calendar
  • Cases
  • Projects
  • Reports
  • Documents

Use Case Review

  • Lead Management
  • Opportunity Management
  • Quotation Management

Prerequisites

This is an introductory course and does not have any suggested prerequisites.

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

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