How Do I?

These short videos offer easy, step-by-step instructions for performing basic tasks in Sugar. Create a new user. Convert a lead. Import contacts. And much more. Let us know what you think and suggest other topics at howdoi@sugarcrm.com.

The more leads you convert, the more your pipeline grows. Sugar makes growing your pipeline easy and saves you time by allowing you to convert a...

Using Roles in Sugar gives you simple yet extensive control over your users’ capabilities and fine-tuned protection for your business’ data. This...

In Sugar, a contact is a person with whom you do business at a company, organization or service. This short video covers the step-by-step process...

Matrix reports are similar to summation reports, however, unlike summation reports, a matrix report displays results in a grid format. The report...

No system can work without users and Sugar is no exception. Creating users is a quick and easy process. This video covers the simple process of...

Managing your business is impossible without the right information. Use Sugar Reporting to help turn your business data into information. A Rows...

A summation report displays the records that match the specified criteria like a rows and columns report but can group the summary data by a date...

Tasks allow you keep track of important action items. You can relate the task to most records from the Activities sub-panel in the record detail...

Accounts are the companies that you do business with and are the heart and soul of you r business. In Sugar, an account contains your customer...

E-mail signatures, like templates, can be created with situational dependent, short, custom messages in addition to containing your contact...

E-mail templates allow you to enter a message in a template, and then specify variables, such as the recipient’s name and email address from your...

The ability to access all the services you need from within a single interface gives you more time to focus your efforts on other things. In Sugar...

When a lead evolves into a qualified lead it's called an opportunity, and we all want more of those to ensure our success. Sugar's Opportunities...

Organizing your email helps you prioritize your efforts and allows you to work more efficiently. Watch this short video to see the step-by-step...

Can't remember which price list you sent your customer? Not a problem! With Sugar, you can use the Create Notes & Attachments feature to add...

Accounts are the companies that you do business with and are the heart and soul of you r business. In Sugar, an account contains your customer...

Tracking campaign performance is crucial to measuring success and using Sugar's import campaign feature can take you from zero to hero. Note that...

In Sugar, a contact is a person with whom you do business at a company, organization or service. This video covers the simple process of uploading...

Leads are people you will contact and qualify early in the sales process. You can use the Leads module in Sugar to create, manage, and track sales...

No system can work without users and Sugar is no exception. Creating users is a quick and easy process. This video covers the simple process of...

The more leads you convert, the more your pipeline grows. Sugar makes growing your pipeline easy and saves you time by allowing you to convert a...

In Sugar, a contact is a person with whom you do business at a company, organization or service. This short video covers the step-by-step process...

Matrix reports are similar to summation reports, however, unlike summation reports, a matrix report displays results in a grid format. The report...

Managing your business is impossible without the right information. Use Sugar Reporting to help turn your business data into information. A Rows...

A summation report displays the records that match the specified criteria like a rows and columns report but can group the summary data by a date...

Accounts are the companies that you do business with and are the heart and soul of you r business. In Sugar, an account contains your customer...

E-mail signatures, like templates, can be created with situational dependent, short, custom messages in addition to containing your contact...

E-mail templates allow you to enter a message in a template, and then specify variables, such as the recipient’s name and email address from your...

The ability to access all the services you need from within a single interface gives you more time to focus your efforts on other things. In Sugar...

When a lead evolves into a qualified lead it's called an opportunity, and we all want more of those to ensure our success. Sugar's Opportunities...

Can't remember which price list you sent your customer? Not a problem! With Sugar, you can use the Create Notes & Attachments feature to add...

Accounts are the companies that you do business with and are the heart and soul of you r business. In Sugar, an account contains your customer...

In Sugar, a contact is a person with whom you do business at a company, organization or service. This video covers the simple process of uploading...

Leads are people you will contact and qualify early in the sales process. You can use the Leads module in Sugar to create, manage, and track sales...

Whether it's support, sales or even accounting, having information at their finger tips when communicating with a customer builds an excellent...

You can use Sugar to schedule meetings with users, contacts, and leads. When you schedule a call or a meeting, you are creating a record with...

In Sugar, a contact is a person with whom you do business at a company, organization or service. This short video covers the step-by-step process...

Matrix reports are similar to summation reports, however, unlike summation reports, a matrix report displays results in a grid format. The report...

Managing your business is impossible without the right information. Use Sugar Reporting to help turn your business data into information. A Rows...

A summation report displays the records that match the specified criteria like a rows and columns report but can group the summary data by a date...

Accounts are the companies that you do business with and are the heart and soul of you r business. In Sugar, an account contains your customer...

E-mail signatures, like templates, can be created with situational dependent, short, custom messages in addition to containing your contact...

E-mail templates allow you to enter a message in a template, and then specify variables, such as the recipient’s name and email address from your...

The ability to access all the services you need from within a single interface gives you more time to focus your efforts on other things. In Sugar...

When a lead evolves into a qualified lead it's called an opportunity, and we all want more of those to ensure our success. Sugar's Opportunities...

Can't remember which price list you sent your customer? Not a problem! With Sugar, you can use the Create Notes & Attachments feature to add...

Accounts are the companies that you do business with and are the heart and soul of you r business. In Sugar, an account contains your customer...

Tracking campaign performance is crucial to measuring success and using Sugar's import campaign feature can take you from zero to hero. Note that...

In Sugar, a contact is a person with whom you do business at a company, organization or service. This video covers the simple process of uploading...

Leads are people you will contact and qualify early in the sales process. You can use the Leads module in Sugar to create, manage, and track sales...

Whether it's support, sales or even accounting, having information at their finger tips when communicating with a customer builds an excellent...

You can use Sugar to schedule meetings with users, contacts, and leads. When you schedule a call or a meeting, you are creating a record with...

In Sugar, a contact is a person with whom you do business at a company, organization or service. This short video covers the step-by-step process...

Matrix reports are similar to summation reports, however, unlike summation reports, a matrix report displays results in a grid format. The report...

Managing your business is impossible without the right information. Use Sugar Reporting to help turn your business data into information. A Rows...

A summation report displays the records that match the specified criteria like a rows and columns report but can group the summary data by a date...

Accounts are the companies that you do business with and are the heart and soul of you r business. In Sugar, an account contains your customer...

E-mail signatures, like templates, can be created with situational dependent, short, custom messages in addition to containing your contact...

E-mail templates allow you to enter a message in a template, and then specify variables, such as the recipient’s name and email address from your...

The ability to access all the services you need from within a single interface gives you more time to focus your efforts on other things. In Sugar...

Can't remember which price list you sent your customer? Not a problem! With Sugar, you can use the Create Notes & Attachments feature to add...

Accounts are the companies that you do business with and are the heart and soul of you r business. In Sugar, an account contains your customer...

In Sugar, a contact is a person with whom you do business at a company, organization or service. This video covers the simple process of uploading...

Whether it's support, sales or even accounting, having information at their finger tips when communicating with a customer builds an excellent...

You can use Sugar to schedule meetings with users, contacts, and leads. When you schedule a call or a meeting, you are creating a record with...

In Sugar, a contact is a person with whom you do business at a company, organization or service. This short video covers the step-by-step process...

Matrix reports are similar to summation reports, however, unlike summation reports, a matrix report displays results in a grid format. The report...

Managing your business is impossible without the right information. Use Sugar Reporting to help turn your business data into information. A Rows...

A summation report displays the records that match the specified criteria like a rows and columns report but can group the summary data by a date...

Accounts are the companies that you do business with and are the heart and soul of you r business. In Sugar, an account contains your customer...

E-mail signatures, like templates, can be created with situational dependent, short, custom messages in addition to containing your contact...

E-mail templates allow you to enter a message in a template, and then specify variables, such as the recipient’s name and email address from your...

The ability to access all the services you need from within a single interface gives you more time to focus your efforts on other things. In Sugar...

Organizing your email helps you prioritize your efforts and allows you to work more efficiently. Watch this short video to see the step-by-step...

Can't remember which price list you sent your customer? Not a problem! With Sugar, you can use the Create Notes & Attachments feature to add...

Accounts are the companies that you do business with and are the heart and soul of you r business. In Sugar, an account contains your customer...

In Sugar, a contact is a person with whom you do business at a company, organization or service. This video covers the simple process of uploading...

Whether it's support, sales or even accounting, having information at their finger tips when communicating with a customer builds an excellent...

You can use Sugar to schedule meetings with users, contacts, and leads. When you schedule a call or a meeting, you are creating a record with...

Forgot your password?