Setting up your CRM to match your business processes can help you get the most out of your CRM investment and increase user buy-in. The administrator tools in SugarCRM make it easy to configure your SugarCRM environment to fit your needs. In Administering SugarCRM, learn how to use all of the administrator tools; become empowered to create new fields, add custom modules, automate processes with workflows, and set up security rules.
Megan Sheehan is a certified SugarCRM Implementation Consultant and conducts monthly training classes on using the SugarCRM administration tools. Megan is excited to share her expertise and best practices honed from participating in CRM implementations representing a variety of industries and use cases. Megan is also the co-author of Getting Started with SugarCRM Version 6.x.
In Administering SugarCRM, learn how to:
-Set up security
-Manage users
-Modify system settings
-Set up email
-Create and modify reports
-Import and update data
-Configure SugarCRM (adding fields, modifying field settings, customizing layouts, creating relationships)
-Add new modules
-Set up forecasting and product catalog
-Configure settings for mobile access
-Perform basic troubleshooting
Administering SugarCRM includes tips for working with any version of SugarCRM, including the latest versions 7.x. Whether you are new to SugarCRM or looking to sharpen your skills, this book will help you manage SugarCRM effectively and efficiently.
Megan Sheehan is a certified SugarCRM Implementation Consultant and conducts monthly training classes on using the SugarCRM administration tools. Megan is excited to share her expertise and best practices honed from participating in CRM implementations representing a variety of industries and use cases. Megan is also the co-author of Getting Started with SugarCRM Version 6.x.
In Administering SugarCRM, learn how to:
-Set up security
-Manage users
-Modify system settings
-Set up email
-Create and modify reports
-Import and update data
-Configure SugarCRM (adding fields, modifying field settings, customizing layouts, creating relationships)
-Add new modules
-Set up forecasting and product catalog
-Configure settings for mobile access
-Perform basic troubleshooting
Administering SugarCRM includes tips for working with any version of SugarCRM, including the latest versions 7.x. Whether you are new to SugarCRM or looking to sharpen your skills, this book will help you manage SugarCRM effectively and efficiently.
