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.
2. Creating Users, Teams, and Roles
4. Configure New Modules using Module Builder
5. Import or Migrate records
6. Create Additional Reports (navigate to the reports lesson)
SugarClub GROW Adoption Framework