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    Sugar End-User Training and Resources

    By Sarah Friedlander Garcia • August 1st, 2016
    Audiences: End Users

    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

    Importing Data

    Creating and Using Reports

    Using the MS Outlook Plug-in


    Overview of Sugar Solutions and Case Studies

    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.

    Introduction to Sugar Modules

    High-level overview of some of Sugar’s core modules and how they can be used.

    Activity Streams

    Learn how to use and get the most value from Activity Streams in Sugar 7.

    Converting Leads

    Learn how to find and convert leads to contacts, accounts, and opportunities in Sugar 7.

    Creating and Modifying Records

    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.

    Navigating Sugar 7

    In this course you will learn how to navigate Sugar 7.

    Searching in Sugar 7

    Learn how to searching in Sugar 7, including using Global Searching, searching for Related Records, and Searching in the List View.

    Using Advanced Workflow (Process Author) for End Users

    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.

    Happy learning!

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    Sarah Friedlander Garcia
    Director of Marketing at UpCurve Cloud