DOC

End User Agenda

By Joseph Washington,2014-02-01 18:26
8 views 0
End User Agenda

    End User Training Agenda

    Day 1 10:00 am Kickoff and Introductions 10 minutes ; Overview

    ; Agenda

    ; Goals

    ; Introductions

    10:10 am CRM Overview 20 minutes ; What is CRM?

    ; What is Sugar?

    10:30 am End User Getting Started

     40 minutes ; Log into Sugar

    ; Understand how to navigate Sugar

    ; Use the Sugar Home page to be an effective Sugar

    user

    ; Set My Account preferences; quick overview

    11:10 am Working with Records 50 minutes ; Understand module views

    ; Create and manage records

    ; Create notes and attachments

    ; Edit multiple records

    ; Search

    ; Merge duplicate records

    12:00 pm 1:00 pm Lunch 1:00 pm Lead Management 80 minutes ; Search for leads

    ; Create and edit leads

    ; Link records to leads

    ; Convert a lead to a contact, account, and opportunity

    ; Create a note, attachment, or appointment while

    converting a lead

    Break: 10 min 2:30 pm Opportunity Management

20 min ; Search for opportunities

    ; Create, edit and duplicate opportunities

    ; Moving opportunities through the sales cycle

    1

    2:50 pm Account Management and Contact Management 20 min ; Search for accounts and contacts

    ; Create, edit and duplicate accounts and contacts

    ; Link records to accounts and contacts

    3:30 pm Activity Management

    ; Create, edit and assign calls, meetings, tasks 20 min ; Link activities

    3:50 pm Creating Common Reports 70 minutes ; Construct basic reports for common user functions

    ; Differentiate between different report types

     ; Share reports among co-workers

    ; Print reports to PDF

    ; Schedule reports for regular email delivery

    ; Post report charts on the dashboard

    5:00 pm Products and Quotes 30 min

    5:30 pm Day 1 Review 15 minutes Introduce teach-back process

    Day 2 10:00 am Review and Overview of Day 2 10 min

    10:10 am Using Sugar Email 30 min

    10:40 am Sugar Outlook Plugin

     20 min

    11:00 am Sugar Word Plugin 20 min

    11:20 am End User Training Finished. 10 min ; review

    ; Q&A

    2

Report this document

For any questions or suggestions please email
cust-service@docsford.com