Learn how to manage your Lead & Contact cards in Sugar Market. You'll learn how to navigate to the Lead & Contact cards, review the available details and journey, and apply actions.
Intended Audience:
This course includes the following lessons:
Duration:
About 18 minutes
| Leads and Contacts View | Learn about navigating Sugar Market's Lead and Contacts modules and how to create Lead Lists, new Records, and use the Import Wizard. |
| Lead and Contact's Card Overview | In this video, you will learn about what information is available within the lead and contact cards in Sugar Market. |
| Lead and Contact Journey | In this video, you will learn about the journey section within a lead or contact record in Sugar Market. |
| Customize Lead and Contact Details | In this video, you will learn how to customize the lead and contact details displayed on your Sugar Market records. |
Price: FREE
Please email university@sugarcrm.com if you have course feedback or need assistance