In this course, you will learn about Sugar Connect, an email client add-in that lets you work with your Sugar data without navigating away from Gmail. You can use Sugar Connect to sync your Sugar and mail client's contacts and calendars, create new Sugar records, utilize your Sugar email templates, and easily save incoming and outgoing email messages and attachments to Sugar.
We'll cover the following topics:
Intended Audience:
| Installing Sugar Connect for Google Workspace |
In this video, we'll cover how to install Sugar Connect for Google Workspace. You'll find more information on the prerequisites and requirements to install the add-in here: Sugar Connect Installation Guide.
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| Sugar Connect for Google Workspace - Navigating the Sidebar | In this video, we'll cover the components of the Sugar Connect Sidebar and how to navigate them. |
| Sugar Connect for Google Workspace - Managing Emails | |
| Sugar Connect for Google Workspace: Working with Your Sugar Data | |
| Sugar Connect for Google Workspace - Calendar and Contact Sync | In this video, you will learn how to access the Sugar Connect Portal, how to use Sugar Connect to easily sync your meetings and calls between Sugar and Google, and how to use the Sugar Connect Meetings Scheduler. |
Price: FREE
Please email university@sugarcrm.com if you have course feedback or need assistance
