SugarCRM CE: Getting Started

By Herta Nava
Introduction to the open source customer relationship management application SugarCRM 6.x CE.
Course info
Level
Beginner
Updated
Jul 17, 2015
Duration
1h 55m
Table of contents
Introduction
What Is a CRM? 4m What Is SugarCRM? 2m Core Features 2m Summary 1m
Installation & Configuration
Local Installation 4m Live Environment: Pre-requirements 6m Live Environment: Installation 1m Live Environment: Set Permissions 4m Live Environment: Configure Additional Permissions 3m Configuration 4m Summary 1m
Finding Your Way Around
The Dashboard 3m System Links 2m The Modules 3m Navigation 2m Module Views 6m Summary 1m
Administration Basics
System Settings 5m Backup and Upgrade 4m User Management 4m Role Management 5m Password Management 2m Set up Email 5m Module Summary 1m
Working with SugarCRM
Establish a Strategy 2m A Unified Database: Contacts 3m Marketing: Campaigns (Part 1) 4m Marketing: Campaigns (Part 2) 4m Marketing: Campaigns (Part 3) 5m Marketing: Campaigns (Part 4) 4m Activities and Collaboration 5m Module Summary 1m
What Next? Customization
Studio Basics 6m Modules, Subpanels, and Menus 2m Adding Languages 3m Drop Down Editor 2m Module Summary 1m
Description
Course info
Level
Beginner
Updated
Jul 17, 2015
Duration
1h 55m
Description

This course introduces the open source customer relationship management application SugarCRM 6.x, a freely available software (Community Edition) that manages clients with respect to targeted sales, marketing and support activities, with a highly customizable and configurable web platform. The course will introduce the basic aspects of the application, including installation, configuration, marketing campaign management, and basic customization.

About the author
Herta Nava
About the author

Herta is an independent Consultant working in software localization, web technologies, online marketing and course authoring. She is mostly dedicated to authoring courses with Pluralsight, but she also works as a localization consultant for SDL International and is part of the Google Linguistic and Localization Team, where she is assigned to localize Google products and software.

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