Using Sugar Connect for Office 365

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Overview

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 Outlook. 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: 

  • Installing Sugar Connect 
  • Navigating the Sidebar 
  • Managing Email
  • Working with your Sugar Data 
  • Calendar and Contact Sync

Intended Audience:

  • Sugar Connect Users
  • Business Users 

Lessons

Installing Sugar Connect for Outlook

In this video, you will learn how to install and log in to Sugar Connect, an email client add-in that allows you to work with your Sugar data directly within Outlook. You can find more info in the additional resources below: 

 

Navigating the Sidebar

In this video, we'll cover the components that make up the Sugar Connect Sidebar and how to navigate them.

 

Managing Emails

In this video, we’ll outline how to use Sugar Connect to easily archive emails, use your Sugar email templates, and set a delay on emails that you want to write now but send later.

Working with Your Sugar Data

In this video, we’ll outline how to use the Sugar Connect sidebar to create and edit records, convert leads, and complete sugar tasks without leaving Outlook.

Calendar and Contacts Sync

In this video, we'll outline how to easily access the Sugar Connect Portal and sync your calendar meetings and contacts from Sugar.

Meeting Scheduler and Integrations

In this video, we'll walk through how to use Sugar Connect’s built-in scheduling system—a professional and convenient way to book meetings with prospects, customers, or anyone you need to connect with.

Scheduler Landing Pages

In this video, we'll walk through how to use Landing Pages and create Templates so that prospects, partners, customers, and coworkers can easily schedule meetings—customized to reflect your company’s branding and scheduling needs. 

Price: FREE

Please email university@sugarcrm.com if you have course feedback or need assistance