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Open Source CRM Quotes and Products Training
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Description Course Number Duration Audience Pricing Purchase
Using the CRM Quotes and Products Modules USR-SugarCRM-Quotes-201 4h* Users, Admins 500USD

Course Benefits

Learners will acquire an understanding of the Products and Quotes modules. After completing this course students will be able to: Add, Edit, and manage products in their CRM product catalogue; create, save, and send product quotes.

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Who Should Attend

This class is focused for end users. Typical roles for this type of class are: Sales Operations, Sales Managers, Finance Administrators, Administrators

Learning Objectives

Quotes

  • Creating Quotes
  • Associating Quotes
  • Managing Discounts
  • Attaching Products
  • Saving Quotes
  • Approval Workflows
  • Managing Discounts

Products

  • Creating Products
  • Managing SKUs
  • Managing Product Catalogues
  • Ad Hoc Products

Prerequisites

It is recommended that students complete USR-SugarCRM-101 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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