SugarClub
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Click here to join this group and curate your SugarClub experience.
  • All tags
  • leads
  • accounts
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  • lead source
  • merge duplicates
  • search records
  • sugar connect
  • sugar market
  • Mapping Lead Source

    Anamaria Vintila
    Anamaria Vintila
    In this video, we will review how to track the lead source form submissions for new leads and send that information to an external CRM.
    • https://youtu.be/nRxyYUflsqE
    • View
    • Hide
    • over 1 year ago
    • Quick Videos
    • Sugar Market Quick Videos
  • How to Merge Contacts & Leads in Sugar Market

    SugarU
    SugarU
    In this video, you will learn how to merge similar or duplicate contacts or leads in Sugar Market.
    • https://youtu.be/L32fIDbQKco
    • View
    • Hide
    • over 3 years ago
    • Quick Videos
    • Sugar Market Quick Videos
  • Searching Records with Sugar Connect

    SugarU
    SugarU
    Get started with Sugar Connect's search bar to quickly find and refine records in modules without opening your Sugar instance.
    • https://youtu.be/0txWmldp4tI
    • View
    • Hide
    • over 3 years ago
    • Quick Videos
    • Sugar Connect Quick Videos
  • Adding a New Contact or Lead with Sugar Connect

    SugarU
    SugarU
    Learn how to create a Lead or Contact using Sugar Connect via Related Entries, when composing a mail or meeting, or through the sidebar list view.
    • https://youtu.be/Sg7AvugKpyo
    • View
    • Hide
    • over 3 years ago
    • Quick Videos
    • Sugar Connect Quick Videos