SugarCRM 7 End User Training Videos

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

Importing Data

 Creating and Using Reports

Using the MS Outlook Plug-in

 

 

Logging in and Languages

 

 

 

Navigation

 

 

 

 

Homepage

 

 

 

System Links

 

 

 

Importing Data into Sugar Overview

 

 

 

Using the Sugar Importing Wizard

 

 

 

Overview

 

 

 

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

 

 

 

Archiving Email

 

 

 

Synchronizing Contacts, Appointments, and Tasks