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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.

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Convert a Lead 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...	Create & Manage Roles Using Roles in Sugar gives you simple yet extensive control over your users’ capabilities and fine-tuned protection for your business’ data. This...	Create a Contact 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...	Create a Matrix Report Matrix reports are similar to summation reports, however, unlike summation reports, a matrix report displays results in a grid format. The report...
Create A New User – Basic 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...	Create a Rows & Columns Report Managing your business is impossible without the right information. Use Sugar Reporting to help turn your business data into information. A Rows...	Create a Summation & Summation Details Report 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...	Create A Task 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...
Create an Account 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...	Create an Email Signature E-mail signatures, like templates, can be created with situational dependent, short, custom messages in addition to containing your contact...	Create an Email Template 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...	Create an External Account-WebEx 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...
Create an Opportunity 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...	Create Email Folders 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...	Create Notes & Attachments 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...	Import Accounts from a File 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...
Import Campaigns Tracking campaign performance is crucial to measuring success and using Sugar's import campaign feature can take you from zero to hero. Note that...	Import Contacts from a File 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...	Import Leads from a File 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...	Import Users from a File 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...

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Convert a Lead 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...	Create a Contact 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...	Create a Matrix Report Matrix reports are similar to summation reports, however, unlike summation reports, a matrix report displays results in a grid format. The report...	Create a Rows & Columns Report Managing your business is impossible without the right information. Use Sugar Reporting to help turn your business data into information. A Rows...
Create a Summation & Summation Details Report 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...	Create an Account 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...	Create an Email Signature E-mail signatures, like templates, can be created with situational dependent, short, custom messages in addition to containing your contact...	Create an Email Template 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...
Create an External Account-WebEx 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...	Create an Opportunity 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...	Create Notes & Attachments 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...	Import Accounts from a File 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...
Import Contacts from a File 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...	Import Leads from a File 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...	Log A Call Whether it's support, sales or even accounting, having information at their finger tips when communicating with a customer builds an excellent...	Schedule a Meeting 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...

Create a Contact 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...	Create a Matrix Report Matrix reports are similar to summation reports, however, unlike summation reports, a matrix report displays results in a grid format. The report...	Create a Rows & Columns Report Managing your business is impossible without the right information. Use Sugar Reporting to help turn your business data into information. A Rows...	Create a Summation & Summation Details Report 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...
Create an Account 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...	Create an Email Signature E-mail signatures, like templates, can be created with situational dependent, short, custom messages in addition to containing your contact...	Create an Email Template 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...	Create an External Account-WebEx 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...
Create an Opportunity 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...	Create Notes & Attachments 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...	Import Accounts from a File 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...	Import Campaigns Tracking campaign performance is crucial to measuring success and using Sugar's import campaign feature can take you from zero to hero. Note that...
Import Contacts from a File 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...	Import Leads from a File 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...	Log A Call Whether it's support, sales or even accounting, having information at their finger tips when communicating with a customer builds an excellent...	Schedule a Meeting 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...

Create a Contact 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...	Create a Matrix Report Matrix reports are similar to summation reports, however, unlike summation reports, a matrix report displays results in a grid format. The report...	Create a Rows & Columns Report Managing your business is impossible without the right information. Use Sugar Reporting to help turn your business data into information. A Rows...	Create a Summation & Summation Details Report 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...
Create an Account 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...	Create an Email Signature E-mail signatures, like templates, can be created with situational dependent, short, custom messages in addition to containing your contact...	Create an Email Template 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...	Create an External Account-WebEx 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...
Create Notes & Attachments 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...	Import Accounts from a File 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...	Import Contacts from a File 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...	Log A Call Whether it's support, sales or even accounting, having information at their finger tips when communicating with a customer builds an excellent...
Schedule a Meeting 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...

Create a Contact 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...	Create a Matrix Report Matrix reports are similar to summation reports, however, unlike summation reports, a matrix report displays results in a grid format. The report...	Create a Rows & Columns Report Managing your business is impossible without the right information. Use Sugar Reporting to help turn your business data into information. A Rows...	Create a Summation & Summation Details Report 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...
Create an Account 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...	Create an Email Signature E-mail signatures, like templates, can be created with situational dependent, short, custom messages in addition to containing your contact...	Create an Email Template 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...	Create an External Account-WebEx 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...
Create Email Folders 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...	Create Notes & Attachments 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...	Import Accounts from a File 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...	Import Contacts from a File 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...
Log A Call Whether it's support, sales or even accounting, having information at their finger tips when communicating with a customer builds an excellent...	Schedule a Meeting 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...

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