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What is the Quick Video Library?
A collection of short, on-demand videos to explain common tasks across the Sugar platform. Most videos are under 5 minutes.
Most Recent Quick Videos

Tile View Improvements in 13.1

Dashboard Filtering in 13.1

What's New with the Timeline Dashlet in version 13.2 (Q4 2023) Release?

Creating a Custom Campaign Report

Navigating Sugar Market

Creating a Team in Sugar Serve

Creating a Team in Sugar Sell

Creating a New Event in Sugar Market

Report Builder - Create a Custom Report - Sugar Market

Reporting User Interface - Sugar Market

Creating a Drip Nurture Campaign

Editing Records using the Focus Drawer Record View Dashlet

Reporting in Sugar Sell & Enterprise in the Q2 2023 Release

Forecasting in the Q2 2023 Release

What's new in the Q1 2023 Release for Sugar Market

What's new in the Q1 2023 Release for Sugar Sell

Navigating the new UI Redesign for Sugar Serve

Navigating the new UI Redesign for Sugar Sell

Navigating Sugar

Creating an Opportunity with Revenue Line Items

How to Configure the Self-Service Portal

How to Create a User in SugarCloud

Enabling Team-based Permissions in Sugar

Lead Prediction in Sugar Sell with SugarPredict

Using Dynamic Email Content in Sugar Market

Install and Login to Sugar Connect for Outlook 365

Install and Login to Sugar Connect for Google Workspace

Creating Auto Deletion Reports in Sugar Market

SEO Audit in Sugar Market

Using Sugar Market Dynamic Distribution Lists

Using UTM Parameters to Track Performance in Sugar Market

Setting Up Sync Filters for the SugarCRM and Sugar Market Integration

How to Merge Accounts in Sugar Market

How to Mark Key Accounts in Sugar Market

How to Manage a User's Subscriptions in Sugar Market

How to Convert a Sugar Market Legacy Nurture Campaign to Nurture Builder 2.0

How to Assign a User to a Role in Sugar Market

Creating an Alert Template in Sugar Market

Adopting the Sugar Market iFrame: Marketing Perspective

Adopting the Sugar Market iFrame: Sales Perspective

How to Suppress a Domain in Sugar Market

How to Subscribe Users to a Sugar Market Custom Report

How to Set the Default Account Scoring Profile in Sugar Market

How to Merge Contacts & Leads in Sugar Market

How to Send a Sugar Market Password Reset

Creating a User in Sugar Market

Converting a Lead in SugarCRM

Creating a Quote in Sugar

Filtering in the Module List View

How to Create a Dashboard for Sugar Enterprise

Navigating Sugar Enterprise

How to Simplify Scheduling a Prospect Meeting using Sugar Connect

Adding a New Contact or Lead with Sugar Connect

Searching Records with Sugar Connect

Adding Calls and Meetings with Sugar Connect

Quick Archive Emails to Sugar Using Sugar Connect

Using your SugarCRM Customer Support Portal

Creating a Related Record in Serve

Creating a Record in Serve

Filtering Records in the Module List View in Serve

Using Global Search in Serve

Managing your Dashboard in Serve

How Sugar Serve Modules work Together

Processing SugarBPM Tasks assigned to You in Sugar Sell

Committing to your Forecast as a Sales Rep Using Sugar Sell

Updating Records in Sell

Creating a Related Record in Sell

Creating a Record in Sugar Sell

Filtering Sell Records in the Module List View

Using Global Search in Sell

Creating and Managing Sugar Sell Dashboards

How Sugar Sell Modules work Together