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

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

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.