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
The 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. |
Lead and Contact 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