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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Enhanced Forecasting in Sugar Sell Premier

Personalizing Your Sugar View

Configuring Cloud Drive

How to Lock the Currency Conversion Rates on Quotas

Sugar Connect Quick Tip: Leveraging the Meeting Scheduler

Role Specific Dashboard Updates (Q2 2024 / 14.0)

Preference Page Builder Preview

Dynamic Lists: Active Records in Past 30 Days

Dynamic Email Content with Three Segments

Creating Inactive Records using Report Builder

Tile View Improvements in 13.1

Navigating Sugar Market

Report Builder - Create a Custom Report - Sugar Market

Reporting in Sugar Sell & Enterprise in the Q2 2023 Release

Navigating Sugar

How to Create a User with SugarIdentity

Install and Login to Sugar Connect for Office 365 Users

Setting Up Sync Filters for the SugarCRM and Sugar Market Integration

How to Assign a User to a Role in Sugar Market

Creating a Quote in Sugar

Navigating Sugar Enterprise

Creating Calls and Meetings with Sugar Connect

Creating a Record in Serve

How Sugar Serve Modules work Together

Lead Prediction in Sugar Sell

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

How to Create Business Centers in Sugar

Sugar Connect: How to Use Meeting Scheduler for Event Types

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

How to Embed Videos in Emails

How to Find Unsubscribes and Hard Bounces

Mapping Lead Source

Creating a Drip Nurture Campaign

Self-Service Portal - Theme Portal - Part 2

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

Creating a New Event in Sugar Market

Editing Records using the Focus Drawer Record View Dashlet

Navigating the new UI Redesign for Sugar Serve

Using Dynamic Email Content in Sugar Market

SEO Audit in Sugar Market

Using UTM Parameters to Track Performance in Sugar Market

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

Filtering in the Module List View

Searching Records with Sugar Connect

Using your SugarCRM Customer Support Portal

Managing your Dashboard in Serve

Committing to Your Forecast as a Sales Rep Using Sugar Sell

How to Access SugarLive

Show Distinct Report Results in Sugar

Configuring DocuSign in Sugar

Sugar Connect: How to Use Scheduler Landing Pages

Sugar Connect Quick Tip: Updating your Language

How to Resubscribe Contacts in the Guarded Watch List

How to Manage Email Preferences

Resource Download Forms

Creating Dynamic Lists

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

Dashboard Filtering in 13.1

Creating a Team in Sugar Serve

Reporting User Interface - Sugar Market

Forecasting in the Q2 2023 Release

Navigating the new UI Redesign for Sugar Sell

Enabling Team-Based Permissions in Sugar

Install and Login to Sugar Connect for Google Workspace

How to Merge Accounts in Sugar Market

How to Mark Key Accounts in Sugar Market

Creating an Alert Template in Sugar Market

Adding a New Contact or Lead with Sugar Connect

Creating a Related Record in Serve

Filtering Records in the Module List View in Serve

Sugar Reports: "Is Anything" Operand

Inbound Email Setup and Management

How to Configure and Utilize Email Archiving in Sugar Sell

How to Use Dashboard Filters

Using Timeline in Sugar Connect

How to Use Doc Merge

How to Create a Preference List from a Suppression List

Report Builder: Creating Lead Auto Deletion Report

Dynamic Distribution Lists

Self-Service Portal - Layouts - Part 3

Self-Service Portal - Configure Portal - Part 1

Creating a Custom Campaign Report

Creating a Team in Sugar Sell

Creating a Drip Nurture Campaign

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

Creating an Opportunity with Revenue Line Items

Creating Auto Deletion Reports in Sugar Market

Using Sugar Market Dynamic Distribution Lists

How to Manage a User's Subscriptions in Sugar Market

Converting a Lead in SugarCRM

How to Create a Dashboard for Sugar Enterprise

Quick Archive Emails to Sugar Using Sugar Connect

Using Global Search in Serve

Processing SugarBPM Tasks assigned to You in Sugar Sell