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:
This course includes the following lessons:
Duration:
About 20 minutes| 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
Please email university@sugarcrm.com if you have course feedback or need assistance
