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Case Study

Insurance Plus Agencies LLC is the leading provider of high quality Insurance Products to Texas residents. They were using Insurance specific CRM system and wanted to Shift to SugarCRM. The requirement was to establish their core processes of creating Policies in the system, and the ability to link a policy to an account (in case of corporate insurance purchase), or with a specific lead...

SugarCRM Admin Fundamentals

SugarCRM Admin fundamentals course is designed for professionals who would be working as administrators of SugarCRM. This course would prepare you to launch and manage SugarCRM effectively and efficiently. During the course you would learn to create roles, setup emails, forms redesigning and other fundamental configuration. A Certificate of Completion will be provided upon successful completion of the course.

Audiences

Administrators

SugarCRM Versions

sugarCRM 1.0 to 5.2

Editions

Sugar Enterprise, Sugar Professional, Sugar Community Edition, Sugar Express

Duration

Three days (4 hours session per day)

Prerequisites

Getting Started and/or prior experience navigating in Sugar. A basic understanding of cron in a unix-based system or scheduled tasks and batch scripts in Windows is recommended for the workflows segment, but not required. A basic understanding of POP or IMAP and SMTP or sendmail is recommended for the email settings segment, but not required.