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

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.

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.