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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 for Office 365|
In this video we'll cover how to install Sugar Connect for Office 365.
You'll find more information on the prerequisites and requirements to install the add-in here: Sugar Connect Installation Guide
|Navigating the Sidebar|
In this video we'll cover the components that make up the Sugar Connect Sidebar, and how to navigate them.
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 Contact Sync|
In this video we’ll outline how to access the Sugar Connect Portal, how to use the Sugar Connect Meeting Scheduler, as well as how to use Sugar Connect to easily sync your meetings and contacts between Sugar and your Outlook Calendar and Contacts.