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.
- 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
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.