Sugar End-User Training and Resources
Whether you are a new Sugar End User or are looking to brush up on some of your skills, Sugar has a large resource of end user training to help you get familiar with how to work with Sugar 7. Below we have re-posted a number of links to short, on-demand video tutorials, and eLearning courses which will help you get familiar with how to use Sugar as a User.
On-demand Video Tutorials
Understand the basics of Sugar 7, including logging into Sugar, changing themes and languages, using the Sugar Home page, importing, and understanding your preferences. Select each section title below in order to access free content.
Sugar 7 Basics
Creating and Using Reports
- Creating Row and Column Reports
- Creating a Summation Report
- Creating a Summation with Details Report
- Creating a Matrix Report
Using the MS Outlook Plug-in
- Installing the Sugar Plug-in for Microsoft Outlook
- Configuring the Microsoft Outlook Plug-in
- Archiving Email
- Synchronizing Contacts, Appointments, and Tasks
Discover what sets Sugar apart from other CRM options, what are Sugar’s core areas of functionality, and you’ll hear some examples of Sugar customer success stories.
High-level overview of some of Sugar’s core modules and how they can be used.
Learn how to use and get the most value from Activity Streams in Sugar 7.
Learn how to find and convert leads to contacts, accounts, and opportunities in Sugar 7.
Learn how to create new records, and modify existing records in Sugar 7.
Creating and Using Report
Learn how to create and use each of the four different Sugar report types.
In this course, you will learn how to navigate Sugar 7.
Learn how to searching in Sugar 7, including using Global Searching, searching for Related Records, and Searching in the List View.
Learn how to use Advanced Workflow available in Sugar Enterprise 7.6 and beyond.
In addition, UpCurve Cloud provides a regular schedule of web-based training that you can see on our events and training schedule. We also offer custom training sessions for individuals or teams, where you can personalize the curriculum. If you would like more information about our training offerings you can fill out our contact form and we will get back to you with more information.