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.
- 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 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.