Show Notes

In Episode 3, we review 6 critical configurations to quickly get your team using Sugar. These items are by no means is a comprehensive list. After all, every Sugar implementation is different. One size will never fit all. The idea here is to point you in the right direction for your first steps.

1. Core Settings https://tinyurl.com/4tk5h9nt

   a. System Settings

   b. Locale

   c. Currencies

   d. Mobile

   e. Opportunities Configuration

   f. Outbound Email Settings

2. Create Users, Teams, and Roles

   Sugar Identity Guide: https://tinyurl.com/hk4aa624

   Admin Guide (Users, Teams and Roles):

   Users: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Sell/Administration_Guide/Users/

   Teams: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Sell/Administration_Guide/Team_Management/

   Roles: https://support.sugarcrm.com/Documentation/Sugar_Versions/11.1/Sell/Administration_Guide/Role_Management/

   Teams and Roles Help Articles: https://support.sugarcrm.com/Knowledge_Base/Users_Teams_Roles/Roles_vs_Teams/

3. Configure Existing Sugar Modules https://tinyurl.com/p2r5zfvn

   a. Studio and Dropdown Editor

   b. Renaming Modules

   c. Display Modules and Subpanels

   d. Configure Quick Create Menu

4. Configure New Modules using Module Builder

   Create a Package:  https://youtu.be/Wtt1-BbqLCM

   Add a Module to a Package: https://youtu.be/bnm7OtLQOho

   Adding and Changing Fields, Layouts, and Relationships: https://youtu.be/8PE2WKHbmZE

   Deploying Package: https://youtu.be/o01dofwdTis

5. Import or Migrate Records

   Importing Records into Sugar video (navigate to the Importing lesson): https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/business_2d00_users_2d00_get_2d00_started_2d00_using_2d00_sugar

6. Create Additional Reports (navigate to the reports lesson):  https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/business_2d00_users_2d00_get_2d00_started_2d00_using_2d00_sugar

   Sugar Reporting Online Class  

sugarclub GROW Adoption Framework: https://sugarclub.sugarcrm.com/adoption/