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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.


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


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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