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  • Sugar Connect: How to Use Scheduler Landing Pages

    Anamaria Vintila
    Anamaria Vintila
    In this video, we'll walk through how to use Landing Pages and create Templates so that prospects, partners, customers, and coworkers can easily schedule meetings—customized to reflect your company’s branding and scheduling needs.
    • https://youtu.be/z_OTQJBeza8
    • View
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    • 10 months ago
    • Quick Videos
    • Sugar Connect Quick Videos
  • Sugar Connect: How to Use Meeting Scheduler for Event Types

    Anamaria Vintila
    Anamaria Vintila
    In this video, we’ll show you how to simplify meeting scheduling using Sugar Connect. We’ll cover accessing the Sugar Connect Portal, syncing your meetings and contacts, and how to use the Sugar Connect Meetings Scheduler for Event Types.
    • https://youtu.be/9fqUcX_gy6o
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    • 10 months ago
    • Quick Videos
    • Sugar Connect Quick Videos
  • Sugar Connect Quick Tip: Leveraging the Meeting Scheduler

    Anamaria Vintila
    Anamaria Vintila
    This video will teach you how to use the Meeting Scheduler in Sugar Connect.
    • https://youtu.be/yrp8R6UTrUk
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    • 11 months ago
    • Quick Videos
    • Sugar Connect Quick Videos
  • Sugar Connect Quick Tip: Updating your Language

    Anamaria Vintila
    Anamaria Vintila
    Welcome to the language customization video! This video will demonstrate a quick way to update your language preferences.
    • https://youtu.be/DW47noSwxGk
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    • 11 months ago
    • Quick Videos
    • Sugar Connect Quick Videos
  • Using Timeline in Sugar Connect

    Anamaria Vintila
    Anamaria Vintila
    In this video, you'll learn how to activate the Timeline view in Sugar Connect, an add-in that allows you to manage your Sugar data without leaving your favorite email platform.
    • https://youtu.be/Xdia9SPabm4
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    • 11 months ago
    • Quick Videos
    • Sugar Connect Quick Videos
  • Install and Login to Sugar Connect for Office 365 Users

    Olivia Englehart
    Olivia Englehart
    In this video, you will learn how to install and log into Sugar Connect in Outlook 365. Supplemental materials: Known Outlook Add-in incompatibilities with Sugar Connect: https://support.sugarcrm.com/Documentation/Plug-ins/Sugar_Connect/Sugar_Connect_User_Installation_Guide…
    • https://youtu.be/gpzDsPHQxXY
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    • over 3 years ago
    • Quick Videos
    • Sugar Connect Quick Videos
  • Install and Login to Sugar Connect for Google Workspace

    Olivia Englehart
    Olivia Englehart
    In this video, you will learn how to install and log in to Sugar Connect, an email client add-in that allows you to work with your Sugar data directly within your Gmail account. You can find more info in the additional resources below: Known Incompatibilities…
    • https://youtu.be/MfDfcljI01g
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    • 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
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    • over 3 years ago
    • Quick Videos
    • Sugar Connect 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
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    • over 3 years ago
    • Quick Videos
    • Sugar Connect Quick Videos
  • Creating Calls and Meetings with Sugar Connect

    SugarU
    SugarU
    Learn how to create a Call or Meeting record using Sugar Connect.
    • https://youtu.be/aK-qUw8f-uk
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    • over 3 years ago
    • Quick Videos
    • Sugar Connect Quick Videos
  • Quick Archive Emails to Sugar Using Sugar Connect

    SugarU
    SugarU
    Learn how to easily archive emails using Sugar Connect. Sugar Connect will automatically archive any message that is "sent to" or "received from" an email address associated with a Sugar contact to its parent account.
    • https://youtu.be/0whq4ZPTD7o
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    • over 3 years ago
    • Quick Videos
    • Sugar Connect Quick Videos