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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.

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Case Studies

Streamlined business processes and improved collaboration.

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Blue Book Building & Construction

The Blue Book Helping to tie construction contractors to their bids, proposals and future jobs.

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Keeping accurate records saves time for doctors and hospitals.

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Modernization of a legacy IBMi logistics and supply chain management system.

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ACCO Engineered Systems

Empowering field engineers with mobility for excelling service.

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Providing inflight services to travelers around the world.

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Reducing cost by unlocking restrictive business practices.

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cu solutions group

A customized SugarCRM solution streamlining project management.

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Migrating GoldMine to SugarCRM to meet growing needs.

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the kabbalah centre

Serving a global community with an international and integrated website.

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Keeping travelers up-to-date with price changes and availability.

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Client Testimonial

Sue Feldman, PhD., Applied Research, Evaluation & Analytics
Tim Bohlman,
Sr. V.P.,
CU Solutions
Phil Getto,
CTO, Orametrix, US
Axel Ramfjord ,
Head of Back office, Idium

Christine Marks, PCLS

Karl Haggard Mission Produce