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In this video, we will discover how Sugar AI Prediction leverages artificial intelligence to provide predictive insights into your lead data.

In this video, we will discover a powerful new tool in SugarCRM for filtering your reports – the "Is Anything" operand.

In this video, we’ll walk through how to personalize your view of Sugar as an end user.

In this video, we will learn how to use Sugar's "Show distinct results" checkbox to exclude duplicate report results.

In this video, you will learn how to set up the default paths for the Cloud Drive dashlet for users. Users who save documents in Dropbox, Google Drive, or Microsoft OneDrive can access these files in Sugar through the Cloud Drive dashlet. From this…

In this video, you'll learn how to configure your Sugar instance to enhance the user experience with DocuSign integration.

Business centers represent your company's centers of operation. When linked to your accounts and other records, they can be used in reports and filters to provide additional detail and distinction to your Sugar data.

In this video, you will learn how to lock the Currency Conversion Rates on Quotas while continuing to work toward closing them, so they do not change unexpectedly when the rates are updated by the Admin.

This video is designed to guide you through the process of using the dashboard filters effectively, empowering you to make the most of its features.

See Just “Role” With It: Sugar’s New Role-Specific Dashboards Provide Personalized Insights for more information.

Learn about the different views you'll see as you navigate Sugar Sell, Serve, or Enterprise.

Learn how to create a new opportunity with associated revenue line items.