• How to Copy Content and Copy User Settings in Sugar Sell & Sugar Enterprise

    • https://www.youtube.com/watch?v=BeCDm9hwsZo
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  • Role Specific Dashboard Updates (Q2 2024 / 14.0)

    See Just “Role” With It: Sugar’s New Role-Specific Dashboards Provide Personalized Insights for more information.
    • https://youtu.be/vrVxEnK3XQA
    • View

  • Editing Records using the Focus Drawer Record View Dashlet

    • https://youtu.be/mIMO1EMQqAE
    • View

  • Reporting in Sugar Sell & Enterprise in the Q2 2023 Release

    • https://youtu.be/nuK_rRKa7mM
    • View

  • Forecasting in the Q2 2023 Release

    • https://youtu.be/q7s7ItBdZOw
    • View

  • Navigating Sugar

    Learn about the different views you'll see as you navigate Sugar Sell, Serve, or Enterprise.
    • https://youtu.be/njvL4cSlAsY
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  • Converting a Lead in SugarCRM

    • https://youtu.be/sKt4fOgJLNs
    • View

  • Creating a Quote in Sugar

    • https://youtu.be/FMLSwY1AO94
    • View

  • Filtering in the Module List View

    • https://youtu.be/uYXF9euuVNk
    • View

  • How to Create a Dashboard for Sugar Enterprise

    • https://youtu.be/2AqdqgxsCyA
    • View

  • Navigating Sugar Enterprise

    • https://youtu.be/KpTYAkht5Mg
    • View