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 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 13 minutes
Part One: Lead and Contacts View | In this video, you will learn how to navigate to the lead and contacts menu, and what's available on the manage screen. |
Part Two: Lead and Contact Overview | In this video, you will learn about what information is available within the lead and contact cards in Sugar Market. |
Part Three: Lead and Contact Journey | In this video, you will learn about the journey section within a lead or contact record in Sugar Market. |
Part Four: 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