Watch the Recording
Event Details
Your sales pipeline is only as strong as the activity behind it. Join us for The Sales Pulse: Managing Through Activities, part of the Smart Growth Playbook series, and learn how to track, measure, and manage what really drives deals forward.
See how SugarCRM makes activity tracking effortless—from 1-click action buttons to full email and meeting sync with Sugar Connect. We’ll cover best practices for logging calls and meetings, keeping your data clean, and turning daily actions into meaningful insights.
Keep your sales pulse strong—and your pipeline healthy.
Instructor: Andrea Ayers
Recording date: January 6, 2026
Session Resources
- Slide Deck
- Handout & Answers
- Quick Video: Sales Activities Made Easy: 1 - Click Actions in Sugar
- Application Guide - Call Records
- Application Guide - Meeting Records
- Application Guide - Notes Records
- Application Guide - Tasks Records
- Sugar Connect User Guide
- SugarLive User Guide
- Application Guide - Calendar
- Creating Action Buttons
- Application Guide - Last Interaction Field
Outstanding Questions
Q: Is SugarLive in French?
A: Yes. French and French Canadian. Reference: https://aws.amazon.com/about-aws/whats-new/2024/12/amazon-connect-64-languages-q-connect-agent-assistance/#:~:text=Amazon%20Q%20in%20Connect%20now,Spanish%2C%20Swedish%2C%20and%20Tagalog
Q: Can you export Guests and Conversions from Meetings?
A: Yes. You’ll need to create a report:
- Report Type: Summation with Detail
- Module: Meetings
- Filter: Status is Schedule
- Group by: Meetings>Assigned User>Name
- Choose Display Summaries: Assigned to, Count
- Choose Display Columns: Meeting>Subject, Meeting>Contact>Name, Meeting> Invitation Body
- Chart Type: None
- Report Details: Meeting with Guests and Notes
Next Sugar Sell Foundation Series Webinar: Sugar on the Go. Mobile Selling Made Easy [Sugar Sell Foundations Series]
See Unlock Your Success with the Sugar Sell Foundations Series to learn more about the Sugar Sell Foundations Series.