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Overview

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:

  • New Sugar Market Users
  • Sugar Market Admin Users
  • Executives looking for a high level overview

This course includes the following lessons:

  • Lead and Contact Card View
  • Lead and Contact Overview
  • Lead and Contact Journey
  • Customize Lead and Contact Details

Lessons

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