SugarU Content is Being Updated
The SugarU team is working dilligently to update all content to reflect Sugar's new user interface.
We appreciate your patience while updates are published. Thank you!
SugarU Content is Being Updated
The SugarU team is working dilligently to update all content to reflect Sugar's new user interface.
We appreciate your patience while updates are published. Thank you!
Learn how to create a dynamic list in Sugar Market using the reports module. You'll learn how to navigate to the Advanced Report Builder, review the setup steps, and add columns & filters.
Intended Audience:
This course includes the following lessons:
Duration:
About 14 minutes
| Part One: List Setup | In this video, you will learn where to create a dynamic list in Sugar Market and how to complete the initial set up steps. |
| Part Two: Adding Columns | In this video, you will learn how to search for and add columns to your report to create a dynamic list. |
| Part Three: Adding Filters | In this video, you will learn how to add filters to a report to set the criteria for your dynamic list. |
| Data Mappings from Bullhorn CRM to Sugar Market | |
| Data Mappings from Infor CRM to Sugar Market | |
| Data Mappings from Microsoft Dynamics CRM to Sugar Market | |
| Data Mappings from Netsuite CRM to Sugar Market | |
| Data Mappings from Sage CRM to Sugar Market | |
| Data Mappings from Salesforce CRM to Sugar Market | |
| Data Mappings from Sugar CRM to Sugar Market |
Price: FREE
Please email university@sugarcrm.com if you have course feedback or need assistance
