Manage your Database Subscription Size

Enroll Here

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 minutes

Lessons

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