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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.



SugarCRM Versions

sugarCRM 1.0 to 5.2


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


Three days (4 hours session per day)


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.

Course Details

This course will cover

  • Configure system settings
  • Add logos to your Sugar system and quotes
  • Implement users, teams and roles
  • Perform basic customizations using Studio
  • Create custom modules using Module Builder
  • Configure email settings
  • Create workflows
  • Understand installation and upgrade best practices



Click here to Learn about our SugarCRM development, implementation and migration services.

    client testimonials

    We’ve reduced our costs by 60% and were able to improve our data quality by moving from to SugarCRM.
    Our service provider, OSSCube exceeded our expectations! Delivery was very fast and they were extremely responsive to any issues uncovered during UAT. We're looking forward to reaping the benefits of SugarCRM long into the future.

    Phillip Getto, CTO
    Orametrix, US

    Thank you all. I am very fortunate to be working with such a skilled, dedicated and gracious team. I only wish I could be there in person to express my gratitude.

    Client Representative
    Building and Construction Network, US

    The requests that OSSCube has been working on are making our jobs better so I wanted to pass the kudos along to your team!

    Project Leader of Web and Data Services
    CU Solutions Group, US

    We wanted to express our appreciation for the work your team performed on the SmartStart application. The team was always professional, following up consistently and appropriately, and followed through on every deliverable in a detailed manner. And we appreciate the professional workforce you are building at OSSCube.

    Ben and Sue, Client Representatives
    SmartStart application, US

    Well done for the successful BSS migration! I'm really conscious that there has been a huge amount of work that has gone into planning and managing this event, and it's a credit to everyone involved that it has gone as smoothly as it has done. It's been particularly encouraging to see the level of dedication and the feeling of working as 'one team' which has ensured that issues have been cleared down in a speedy fashion.

    Client Representative
    Virgin Media, US