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.
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Most Recent Quick Videos

Enhanced Forecasting in Sugar Sell Premier

Lead Prediction in Sugar Sell

How to Access SugarLive

Sugar Reports: "Is Anything" Operand

Personalizing Your Sugar View

Enhanced Forecasting: Dashboard Filters and Drill to Focus Drawer for Reports

Show Distinct Report Results in Sugar

Inbound Email Setup and Management

Configuring Cloud Drive

Configuring DocuSign in Sugar

How to Configure and Utilize Email Archiving in Sugar Sell

How to Create Business Centers in Sugar

How to Lock the Currency Conversion Rates on Quotas

Sugar Connect: How to Use Scheduler Landing Pages

How to Use Dashboard Filters

Sugar Connect: How to Use Meeting Scheduler for Event Types

Sugar Connect Quick Tip: Leveraging the Meeting Scheduler

Sugar Connect Quick Tip: Updating your Language

Using Timeline in Sugar Connect

How to Copy Content and Copy User Settings in Sugar Sell & Sugar Enterprise

Role Specific Dashboard Updates (Q2 2024 / 14.0)

How to Use Doc Merge

How to Resubscribe Contacts in the Guarded Watch List

How to Create a Preference List from a Suppression List

How to Embed Videos in Emails

Preference Page Builder Preview

How to Manage Email Preferences

How to Find Unsubscribes and Hard Bounces

Report Builder: Creating Lead Auto Deletion Report

Dynamic Lists: Active Records in Past 30 Days

Resource Download Forms

Mapping Lead Source

Dynamic Email Content with Three Segments

Dynamic Distribution Lists

Creating Dynamic Lists

Creating a Drip Nurture Campaign

Creating Inactive Records using Report Builder

Email Delivery - How to find your unsubscribed and hard bounced records

Self-Service Portal - Layouts - Part 3

Self-Service Portal - Theme Portal - Part 2

Self-Service Portal - Configure Portal - Part 1

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 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 Create a User with SugarIdentity

Enabling Team-Based Permissions in Sugar

Using Dynamic Email Content in Sugar Market

Install and Login to Sugar Connect for Office 365 Users

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

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

Adding a New Contact or Lead with Sugar Connect

Searching Records with Sugar Connect

Creating 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