This SugarU Live Webinar will be held on:
December 18
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.
Managing data doesn’t have to be complicated. In this session, you’ll learn how to confidently import and export records in Sugar to keep your CRM accurate, organized, and up to date. We’ll walk through best practices for preparing your files, using Sugar’s built-in tools, and avoiding common pitfalls that lead to errors or duplicate records.
Key Takeaways:
- Understand when and why to import vs. export data in Sugar
- Learn step-by-step how to prepare, format, and validate files
- Explore tips for cleaning data before it enters the system
- Discover best practices for maintaining data quality and integrity
- Gain confidence in moving data seamlessly between Sugar and other systems
Whether you’re new to Sugar or looking to sharpen your admin skills, this webinar will simplify the process of working with your CRM data so you can spend less time troubleshooting and more time focusing on your business.
Can't make it live? Register anyway! We'll send the recording to all registrants.
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