New User SuiteCRM Overview
Curriculum
- 4 Sections
- 20 Lessons
- 24 Weeks
Expand all sectionsCollapse all sections
- Getting StartedThis section cover getting you set up, and a general overview of the flow of information in SuiteCRM6
- 1.1Logging in, Resetting your password.10 Minutes
- 1.2Setting Up Your User Preferences45 Minutes
- 1.3Customizing Your Dashboard30 Minutes
- 1.4What are LEADS, TARGETS, OPPORTUNITIES, CONTACTS and ACCOUNTS15 Minutes
- 1.5Stages/Status: How to Use them for LEADS, TARGETS and OPPORTUNITIES15 Minutes
- 1.6Getting Started Quiz #110 Minutes10 Questions
- Working With SuiteCRM RecordsThis section covers basic navigation of the CRM.6
- 3.1Adding Leads & Targets10 Minutes
- 3.2Searching for LEADS/TARGETS with List View Filters10 Minutes
- 3.3Global Searching, What’s the Difference?10 Minutes
- 3.4Customizing List View for LEADS, TARGETS, CONTACTS, etc.15 Minutes
- 3.5Editing Records (Single, In-line, Batch)20 Minutes
- 3.6Working with SuiteCRM Records Quiz #210 Minutes10 Questions
- The Conversion ProcessSuiteCRM is all about moving people/companies through the sales cycle from TARGETS to LEADS and OPPORTUNITIES and closing the deal. The conversion process is how you move a person/company through the proces.3
- Working with the Major ModulesSuiteCRM has different modules that are connected to LEADS, TARGETS, ACCOUNTS, OPPORTUNITIES and CONTACTS.9