Episode 2 is about defining what a Target, Lead, and Contact records are in Sugar sprinkled with best practices and important admin configurations. Hopefully, after listening to this podcast episode you’ll have a better understanding of these three modules and how they work together.
SugarPredict for Sell Users Guide
How to Use Sugar Sell eLearning course
How to Use Sugar Serve eLearning course
Why is the Leads Module Important in Sugar?
Recording of Best Practices for Creating, Qualifying, and Converting Leads in Sugar Webinar