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 minutesLecture1.1
- Setting Up Your User Preferences 45 minutesLecture1.2
- Customizing Your Dashboard 30 minutesLecture1.3
- What are LEADS, TARGETS, OPPORTUNITIES, CONTACTS and ACCOUNTS 15 minutes PreviewLecture1.4
- Stages/Status: How to Use them for LEADS, TARGETS and OPPORTUNITIES 15 minutesLecture1.5
- Getting Started Quiz #1 11 questions10 minutesQuiz1.1
Working With SuiteCRM Records
This section covers basic navigation of the CRM.
- Adding Leads & Targets 10 minutesLecture2.1
- Searching for LEADS/TARGETS with List View Filters 10 minutesLecture2.2
- Global Searching, What’s the Difference? 10 minutesLecture2.3
- Customizing List View for LEADS, TARGETS, CONTACTS, etc. 15 minutesLecture2.4
- Editing Records (Single, In-line, Batch) 20 minutesLecture2.5
- Working with SuiteCRM Records Quiz #2 10 questions10 minutesQuiz2.1
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 5 minutesLecture3.1
- Lead Conversion to OPPORTUNITY 10 minutesLecture3.2
- The Conversion Process Quiz #3 4 questions5 minutesQuiz3.1
Working with the Major Modules
SuiteCRM has different modules that are connected to LEADS, TARGETS, ACCOUNTS, OPPORTUNITIES and CONTACTS.
- Call Reports 15 minutesLecture4.1
- Meetings 10 minutesLecture4.2
- Notes & Documents 15 minutesLecture4.3
- Calendar 5 minutesLecture4.4
- Tasks 5 minutesLecture4.5
- Opportunities & Opportunity Cycle 45 minutesLecture4.6
- Email 25 minutesLecture4.7
- Using Email Templates 30 minutesLecture4.8
- Working with the Major Modules Quiz #4 25 questions15 minutesQuiz4.1
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Using Email Templates
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