New User SuiteCRM Overview
Course Content
Total learning: 20 lessons / 4 quizzes Time: 24 weeks
Getting Started
This section cover getting you set up, and a general overview of the flow of information in SuiteCRM
- Logging in, Resetting your password. 10 minLecture1.1
- Setting Up Your User Preferences 45 minLecture1.2
- Customizing Your Dashboard 30 minLecture1.3
- What are LEADS, TARGETS, OPPORTUNITIES, CONTACTS and ACCOUNTS 15 min PreviewLecture1.4
- Stages/Status: How to Use them for LEADS, TARGETS and OPPORTUNITIES 15 minLecture1.5
- Getting Started Quiz #1 10 questions10 minQuiz1.1
Working With SuiteCRM Records
This section covers basic navigation of the CRM.
- Adding Leads & Targets 10 minLecture2.1
- Searching for LEADS/TARGETS with List View Filters 10 minLecture2.2
- Global Searching, What’s the Difference? 10 minLecture2.3
- Customizing List View for LEADS, TARGETS, CONTACTS, etc. 15 minLecture2.4
- Editing Records (Single, In-line, Batch) 20 minLecture2.5
- Working with SuiteCRM Records Quiz #2 10 questions10 minQuiz2.1
The Conversion Process
SuiteCRM 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.
- Target Conversion to LEAD 05 minLecture3.1
- Lead Conversion to OPPORTUNITY 10 minLecture3.2
- The Conversion Process Quiz #3 4 questions05 minQuiz3.1
Working with the Major Modules
SuiteCRM has different modules that are connected to LEADS, TARGETS, ACCOUNTS, OPPORTUNITIES and CONTACTS.
- Call Reports 15 minLecture4.1
- Meetings 10 minLecture4.2
- Notes & Documents 15 minLecture4.3
- Calendar 05 minLecture4.4
- Tasks 05 minLecture4.5
- Opportunities & Opportunity Cycle 45 minLecture4.6
- Email 25 minLecture4.7
- Using Email Templates 30 minLecture4.8
- Working with the Major Modules Quiz #4 25 questions15 minQuiz4.1
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Using Email Templates
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