SugarCRM provide some great videos for getting new users started with using Sugar 7.
We have collected them together here for your convenience.
You can either click one of the links below to jump to a specific video, or scroll down to watch them in order.
Sugar 7 Basics
Creating and Using Reports
- Creating Row and Column Report
- Creating a Summation Report
- Creating a Summation with Details Report
- Creating a Matrix Report
Using the MS Outlook Plug-in
- Installing the Sugar Plug-in for Microsoft Outlook
- Configuring the Microsoft Outlook Plug-in
- Archiving Email
- Synchronizing Contacts, Appointments, and Tasks
Logging in and Languages
Importing Data into Sugar Overview
Using the Sugar Importing Wizard
Creating a Row and Column Report
Creating a Summation Report
Creating a Summation with Details Report
Creating a Matrix Report
Installing the Sugar Plug-in for Microsoft Outlook
Configuring the Microsoft Outlook Plug-in