Episode 2 is about defining what a Target, Lead, and Contact records are in Sugar sprinkled with best practices and important admin configurations. Hopefully, after listening to this podcast episode you’ll have a better understanding of these three modules and how they work together.
sugarclub Training & Certification: https://sugarclub.sugarcrm.com/learn
Feedback - Email: [email protected]
SugarPredict for Sell Users Guide: https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarPredict/SugarPredict_User_Guide_for_Sugar_Sell/#Predictive_Insight
How to Use Sugar Sell eLearning course: https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/how_2d00_to_2d00_use_2d00_sugar_2d00_sell
How to Use Sugar Serve eLearning course: https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/how_2d00_to_2d00_use_2d00_sugar_2d00_serve
Why is the Leads Module Important in Sugar? article: https://sugarclub.sugarcrm.com/learn/w/quick-video-tutorials/437/why-is-the-leads-module-important-in-sugar
Recording of Best Practices for Creating, Qualifying, and Converting Leads in Sugar Webinar: https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/best_2d00_practices_2d00_for_2d00_creating_2d00_qualifying_2d00_and_2d00_converting_2d00_leads_2d00_in_2d00_sugar