How to Manage your Lead & Contact Cards

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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

This course includes the following lessons:

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

Duration:

About 18 minutes

Lessons

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