Sugar Engage
- SugarCRM Connector Overview
- Module Installation and Connector Setup
- Sync modules and map custom data fields
- Inviting Users and Managing Access
- Navigating Engage inside Sugar Sell
- Add to Sequence | Record view
- Add to Sequence | Target Lists
- Add to Sequence | List view
- Add to Sequence | Accounts
- Add to Sequence | Opportunities
- CRM Calls and Tasks
- Automation Triggers