Overview
In this series, you will learn more about the various features you can use in Sugar Market to manage your database size to fit within your subscription. We will cover post-sync cleanup reports, sync filters (for SugarCRM customers), mass deletion reports, and the recycle bin feature.
Intended Audience:
- New Sugar Market Users
- Sugar Market Admin Users
- Executives looking for a high level overview
This course includes the following lessons:
- Part One: Post-Sync Cleanup Report
- Part Two: Sync Filters
- Part Three: Mass Deletion Reports
- Part Four: Recycle Bin
Duration:
About 20 minutesLessons
| Part One: Post-Sync Cleanup Report | In this video, we’ll review how to assign a custom report as a post-sync cleanup report in Sugar Market. |
| Part Two: Sync Filters | In this video, you’ll learn how to set up sync filters for the SugarCRM and Sugar Market integration. |
| Part Three: Mass Deletion Report | In this video, we’ll review how to mass delete lead and contact records by custom report in Sugar Market. |
| Part Four: Recycle Bin | In this video, we’ll review the recycle bin feature in the Sugar Market CRM connector screen. |
Price: FREE