Season 1 Episode 3: 6 Critical Configurations to Quickly Get your Team Started using Sugar

In Episode 3, we review 6 critical configurations to quickly get your team using Sugar. These items are by no means a comprehensive list. After all, every Sugar implementation is different. One size will never fit all. The idea here is to point you in the right direction for your first steps.

1. Core Settings

System Settings
Locale
Currencies
Mobile
Opportunities Configuration
Outbound Email Settings

2. Creating Users, Teams, and Roles

Sugar Identity Guide
Admin Guide (Users, Teams and Roles):
- Users
- Teams
- Roles
- Help Articles

3. Configure Existing Sugar Modules

Studio and Dropdown Editor
Renaming Modules
Display Modules and Subpanels
Configure Quick Create Menu

4. Configure New Modules using Module Builder

Create a Package: https://youtu.be/Wtt1-BbqLCM
Add a Module to a Package: https://youtu.be/bnm7OtLQOho
Adding and Changing Fields, Layouts, and Relationships: https://youtu.be/8PE2WKHbmZE
Deploying Package: https://youtu.be/o01dofwdTis
Import or Migrate Records

5. Import or Migrate records

Importing Records into Sugar video (navigate to the Importing lesson)

6. Create Additional Reports (navigate to the reports lesson)

Sugar Reporting Online Class

SugarClub GROW Adoption Framework

SugarU