SugarClub
SugarClub
  • User
  • Site
  • Search
  • User
  • DevClub
  • PartnerClub
  • Support
  • Marketplace
  • sugarcrm.com
  • Groups & Discussions
    Groups & Discussions
    • Product Forums
      Product-focused Q&A, discussions, best practices, fixes, and help
      Product Forums
      • Sugar Market
      • Sugar Sell & Enterprise
      • Sugar Serve
      • sales-i
    • User Groups
      Professional, Industry, Language
    • Get Involved
      Learn how to become a Raving Fan
    • Social Club
      Live, interactive, virtual meetups with other Sugar customers and Sugar’s Subject Matter experts!
    • Leadership Lounge
      Network with fellow organizational leaders, ask questions, and share insights
    • Developers
      Visit DevClub, the SugarClub group for Sugar Developers
      Developers
      • DevClub
      • Mobile Developers
      • Developer Builds
        Supplemental access level required. Inquiries: developers@sugarcrm.com
    • Additional Groups (Access Required)
      Groups that require special access will be displayed here. Contact sugarclub@sugarcrm.com for assistance. Click here to see all groups
      Additional Groups (Access Required)
      • SugarCloud Platform
  • Product Information
    Product Information
    • Release Central
      Find release-specific content to prepare for your next Sugar update
    • Documentation & Resources
      Looking to expand your Sugar knowledge? Explore our in-depth documentation and other helpful resources!
    • Product Update Blogs
      Updates about each Sugar product
    • Customer Stories »
      Case Studies by SugarCRM
  • Training & Certification
    Training & Certification
    • Training & Certification Home
      Live & On-Demand classes, Quick Videos, Sugar Certifications, and more!
    • Quick Videos
      Short videos about using Sugar
    • Event Recordings
      Recordings from SugarU Live Webinars and Sugar Market Academy
    • My SugarU Dashboard »
    • SugarU News & Updates
  • Adoption
    Adoption
    • Grow Adoption Framework
      Get started on your adoption journey and review the adoption resources from SugarCRM
  • Calendar
  • News
    News
    • Sugar News
    • SugarCRM.com News »
    • Dev Blog
    • SugarCRM Marketplace Blog
  • Help
    Help
    • Welcome to Sugar!
      New to Sugar? Get started here!
    • SugarClub Help & Instructions
      Learn more about SugarClub and find answers to questions about this site
    • New to SugarClub?
      Start your community journey here
    • Technical Support
      Sugar's support resources
      Technical Support
      • Case Portal »
        Access the SugarCRM Case Portal
      • Working with Sugar Support »
        Find out more about engaging with the SugarCRM Support team
      • SugarCloud Information
        Find information about SugarCloud service updates and site status. Contact sugarclub@sugarcrm.com to request access
  • More from Sugar
    More from Sugar
    • DevClub
    • PartnerClub
    • Support
    • SugarOutfitters Marketplace
    • sugarcrm.com
Quick Videos
  • Training & Certification
Quick Videos
  • All Libraries
  • Back to Training and Certification
  • Tags
  • More
  • Cancel
Click here to join this group and curate your SugarClub experience.
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.
Media Gallery - File List
  • RSS
  • More
  • Cancel
  • sales-i 25 Extras: Nylas Email Sync Setup

    David Jewison
    David Jewison
    • 0 downloads
    • View
    • Hide
    • 20 May 2025
  • sales-i 25 Extras: Generating Calls via Enquiries For Quick Wins

    David Jewison
    David Jewison
    • 0 downloads
    • View
    • Hide
    • 19 May 2025
  • sales-i 25 Extras: Adding Meaningful Insights To The Home Screen

    David Jewison
    David Jewison
    • 0 downloads
    • View
    • Hide
    • 19 May 2025
  • Enhanced Forecasting in Sugar Sell Premier

    Anamaria Vintila
    Anamaria Vintila
    • 0 downloads
    • View
    • Hide
    • 7 May 2025
  • Lead Prediction in Sugar Sell

    Anamaria Vintila
    Anamaria Vintila
    • 0 downloads
    • View
    • Hide
    • 7 May 2025
  • How to Access SugarLive

    Anamaria Vintila
    Anamaria Vintila
    • 0 downloads
    • View
    • Hide
    • 5 May 2025
  • Sugar Reports: "Is Anything" Operand

    Anamaria Vintila
    Anamaria Vintila
    • 0 downloads
    • View
    • Hide
    • 30 Apr 2025
  • Personalizing Your Sugar View

    Anamaria Vintila
    Anamaria Vintila
    • 0 downloads
    • View
    • Hide
    • 30 Apr 2025
  • Enhanced Forecasting: Dashboard Filters and Drill to Focus Drawer for Reports

    Anamaria Vintila
    Anamaria Vintila
    • 1 download
    • View
    • Hide
    • 15 Apr 2025
  • Show Distinct Report Results in Sugar

    Anamaria Vintila
    Anamaria Vintila
    • 0 downloads
    • View
    • Hide
    • 15 Apr 2025
  • sales-i 25: Enquiries Extras

    Brie Rowe
    Brie Rowe
    • 0 downloads
    • View
    • Hide
    • 28 Feb 2025
  • sales-i 25: The Matrix Enquiry

    Brie Rowe
    Brie Rowe
    • 0 downloads
    • View
    • Hide
    • 28 Feb 2025
  • sales-i 25: The Sales vs Gaps Enquiry

    Brie Rowe
    Brie Rowe
    • 0 downloads
    • View
    • Hide
    • 28 Feb 2025
  • sales-i 25: The Variance Enquiry

    Brie Rowe
    Brie Rowe
    • 0 downloads
    • View
    • Hide
    • 28 Feb 2025
  • sales-i 25: The Full Picture Enquiry

    Brie Rowe
    Brie Rowe
    • 0 downloads
    • View
    • Hide
    • 28 Feb 2025
  • sales-i 25: Introduction to Enquiries

    Brie Rowe
    Brie Rowe
    • 0 downloads
    • View
    • Hide
    • 28 Feb 2025
  • sales-i 25: Enquiries in Accounts

    Brie Rowe
    Brie Rowe
    • 0 downloads
    • View
    • Hide
    • 28 Feb 2025
  • sales-i 25: A.I. and Posts

    Brie Rowe
    Brie Rowe
    • 0 downloads
    • View
    • Hide
    • 28 Feb 2025
  • sales-i 25: Using Opportunities

    Brie Rowe
    Brie Rowe
    • 0 downloads
    • View
    • Hide
    • 28 Feb 2025
  • sales-i 25: Adding, Managing, and Merging Prospects

    Brie Rowe
    Brie Rowe
    • 0 downloads
    • View
    • Hide
    • 28 Feb 2025
>
Most Recent Quick Videos
  • RSS
  • More
  • Cancel

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

  • Sugar Sell Quick Videos

    38 files
    Enhanced Forecasting in Sugar Sell Premier 1 month ago
  • sales-i Quick Videos

    21 files
    sales-i 25 Extras: Nylas Email Sync Setup 23 days ago
  • Sugar Market Quick Videos

    40 files
    How to Resubscribe Contacts in the Guarded Watch List over 1 year ago
  • Sugar Enterprise Quick Videos

    5 files
    Converting a Lead in SugarCRM over 3 years ago
  • Sugar Serve Quick Videos

    13 files
    How to Access SugarLive 1 month ago
  • Sugar Connect Quick Videos

    11 files
    Sugar Connect: How to Use Scheduler Landing Pages 10 months ago
  • SugarU Podcast

    53 files
    Season 4 Episode 8: Thanksgiving Messages 6 months ago