This SugarU Live Webinar will be held on:
November 20
11:00 am PDT (2:00 pm EDT)
The SugarU Live Webinar Series brings you expert-led sessions packed with best practices, troubleshooting tips, and other useful information about Sugar Sell, Serve, and Enterprise. Whether you're looking to sharpen your skills or discover new ways to maximize Sugar, these sessions are for you.
Find what you need—fast, every time.
Tired of digging through data to find the right records? Whether you're in sales, support, or operations, knowing how to efficiently search and filter in SugarCRM can save you time and boost productivity. In this hands-on webinar, you’ll learn how to navigate Sugar like a pro—using powerful search tools and filtering techniques to surface the information you need, when you need it.
You’ll learn how to:
- Use Global Search and List View filters effectively
- Create and save custom filters for repeat use
- Combine search tools with dashboards and reports for deeper insights
- Apply best practices for organizing and finding records quickly
Perfect for both new users and seasoned pros looking to sharpen their skills, this session will help you work smarter and faster across the platform.
Can't make it live? Register anyway! We'll send the recording to all registrants.
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