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leads
accounts
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lead source
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Mapping Lead Source
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
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over 1 year ago
Quick Videos
Sugar Market Quick Videos
How to Merge Contacts & Leads in Sugar Market
SugarU
In this video, you will learn how to merge similar or duplicate contacts or leads in Sugar Market.
https://youtu.be/L32fIDbQKco
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over 3 years ago
Quick Videos
Sugar Market Quick Videos
Searching Records with Sugar Connect
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
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over 3 years ago
Quick Videos
Sugar Connect Quick Videos
Adding a New Contact or Lead with Sugar Connect
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
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over 3 years ago
Quick Videos
Sugar Connect Quick Videos