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 1: Dynamic 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 2: Adding Columns for a Dynamic List | In this video, you will learn how to search for and add columns to your report to create a dynamic list and which columns are required for a Sugar Market report to be available as a dynamic list. |
| Part 3: Adding Filters | In this video, you will learn how to add filters to a report to set the criteria for your dynamic list.
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| 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
