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SugarU Podcast
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

Creating an Opportunity with Revenue Line Items

Creating a Quote

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 Advanced Forecasting and Pipeline Analytics in Sugar Sell

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

SugarPredict Lists 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

Create an Alert Template in Sugar Market EMB 2.0

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 SugarCRM

Filtering SugarCRM Records in the Module List View

How to Create a Dashboard for Sugar

Navigating SugarCRM

Personalizing your View of SugarCRM

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

Logging Emails with 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

Creating a User in Enterprise

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