SugarClub

sales-i Classic: Quick Tips: Finding your Sales Gaps with Enquiries

Brie Rowe — Mon, 23 Mar 2026 20:25:23 GMT

Discover how to quickly identify missed sales opportunities using the Sales vs Gaps Enquiry in sales-i. This quick tip walks you through finding customers who have stopped buying or reduced their spending over time. Learn how to drill into customer and product data to uncover gaps and take action. Start turning lost opportunities into revenue today.

Deliver Reports Automatically

Anamaria Vintila — Thu, 19 Mar 2026 13:59:57 GMT

If a scheduled report disappeared from your list or shows “Deactivated,” this short video explains the most common causes, how to check and fix them, and what to share with Support if you need additional help.

sales-i 25: Who hasn't spent this month with Insights

David Jewison — Thu, 12 Feb 2026 12:05:27 GMT

Find out in this lesson how to use insights to see who hasn't spent this month in a few seconds flat. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

sales-i 25: Who Hasn't Spent this Month with the Variance Report

David Jewison — Thu, 12 Feb 2026 12:01:58 GMT

Find out how to quickly utilise the Variance Enquiry to see who hasn't spent this month. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

sales-i 25: Customising Your Dashboards

David Jewison — Thu, 12 Feb 2026 11:57:45 GMT

In this quick win, find out how to customise your home dashboard to make running daily and valuable sales data reports a breeze. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

sales-i 25: AI Assisted Opportunities

David Jewison — Thu, 12 Feb 2026 11:56:13 GMT

Find out how to read and use the AI generated opportunities in sales-i. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

sales-i 25 Extras: Sharing Reports and What To Do With Shared Reports

David Jewison — Thu, 12 Feb 2026 11:55:00 GMT

Find out how to quickly share valuable sales reports with colleagues and what to do with reports once they are shared with you. This tutorial has been created for those who have a basic understanding of the system and most of its basic features.

Choosing the Right Sugar Report Type

Anamaria Vintila — Wed, 11 Feb 2026 14:36:55 GMT

Picking the right report type is the fastest way to get the answers you need. In this video, we’ll walk through the four core Sugar report types and explain when to use each one—so your reports become the answers, not more work.

From Template to Transformation – Building Dashboards with OOTB Tools

Anamaria Vintila — Wed, 04 Feb 2026 16:26:20 GMT

Dashboards are more than data—they’re your command center for running the business. In this video, we’ll take an out-of-the-box dashboard template, tailor widgets and filters to your team, and show how a dashboard turns raw information into insight—and insight into immediate action.

How to Use and Duplicate Role Based Dashboards

Alex Nassi — Tue, 27 Jan 2026 21:57:37 GMT

Pipeline Power — Gaining Control and Visibility Across the Sales Process

Anamaria Vintila — Tue, 27 Jan 2026 15:25:42 GMT

Visibility drives performance. In this short video, you’ll see how Sugar helps you control the sales process from lead to close by making stages consistent, surfacing progress across the pipeline, and spotting bottlenecks before they slow you down.

Finding Your Flow — Learning Smart Guides for Simple, Scalable Automation

Anamaria Vintila — Tue, 20 Jan 2026 15:39:00 GMT

This video explains how automation eliminates busywork while preserving the importance of human touch. Smart Guides in Sugar Automate offer a manual-first way to run processes: people complete guided steps while lightweight automations—such as reminders, assignments, and handovers—remove friction and keep work moving smoothly.

Everyday Mobile Wins: Using Sugar in the Field

Anamaria Vintila — Tue, 13 Jan 2026 15:47:29 GMT

In this short video, we’ll follow a day in the life of a field sales rep using Sugar Mobile—from preparing for a customer visit to logging notes and updating the opportunity as they walk back to the car.

Sales Activities Made Easy: 1 - Click Actions in Sugar

David Jewison — Tue, 06 Jan 2026 16:44:27 GMT

Tracking customer interactions shouldn’t slow you down. In this video, you’ll see how Sugar’s 1-click action buttons make it easy to log calls, schedule meetings, and create follow-ups—right from your record view.

Opportunity Management that Works: Building Your Sales Stages in Sugar

Anamaria Vintila — Tue, 16 Dec 2025 14:17:01 GMT

In this video, we’ll show how to build and customize your sales stages in Sugar, so your pipeline stays consistent, structured, and forecast-ready.

How to Create the Average Lead Score by User Report

Anamaria Vintila — Tue, 09 Dec 2025 20:06:19 GMT

In this quick video guide, I’ll show you how to build the Average Lead Score report in SugarCRM, which displays each user’s average lead score along with the number of leads assigned to them.

Run the Business: Measuring and Managing Lead Qualification Performance

Anamaria Vintila — Tue, 09 Dec 2025 20:05:11 GMT

In this video, we’ll explore how Sugar dashboards and reports help leaders measure, manage, and continuously improve lead qualification performance.

Utilising Your Alert Results

David Jewison — Fri, 17 Oct 2025 12:21:56 GMT

Utilising your alert results. In this video, we show you how to take the customer results from a completed Alert and quickly book interactions. You will learn how to select the customers you want to follow up with, generate interactions in bulk, and schedule them directly into your calendar. This is a fast way to turn your alert results into a plan for your next sales day.

The Variance Alert

David Jewison — Fri, 17 Oct 2025 12:20:35 GMT

Creating a Variance Alert in sales-i This video shows you how to create a Variance Alert to identify customers who have either dropped in value or stopped spending altogether. Seeing those lapsed customers is just 5 minutes away.

The Gap Alert

David Jewison — Fri, 17 Oct 2025 12:19:24 GMT

Creating a Gap Alert in sales-i This video walks you through how to create a Gap Alert in sales-i. You will learn how to identify customers who are spending but not buying a specific product, or those buying one item but not another they normally would. We will show you how to set the filters, run the alert, and use the results to highlight missed sales opportunities. Ideal for spotting quick wins and driving more targeted customer engagement.

Navigating The Alerts Screen

David Jewison — Fri, 17 Oct 2025 12:18:03 GMT

Exploring the Alerts Screen in sales-i In this quick video, we’ll take a guided tour of the Alerts screen in sales-i — showing you where everything lives, what the different sections mean, and how to navigate the page with ease. We won’t build an alert just yet, this is more about getting familiar with the layout before diving in. Perfect for beginners getting started with Alerts.

Introducing Alerts in sales-i

David Jewison — Fri, 17 Oct 2025 12:16:42 GMT

In this short video, we’ll introduce you to Alerts — a powerful feature in sales-i that helps you stay on top of key customer activity. Alerts let you define rules based on sales, CRM actions, or product behaviour, and instantly show you which customers do — or don’t — meet those criteria. It’s a fast, focused way to identify who needs attention and why. You won’t see anything on screen just yet — this is a high-level introduction. In the next few videos, we’ll walk you through how to build Alerts, run them, and use the results to drive smarter, faster customer engagement.

Sugar Discover - How to Fix a Report That Fails to Render Due to a Missing Field

Anamaria Vintila — Wed, 27 Aug 2025 13:15:15 GMT

When a field has been removed from the dataset or the report, Sugar Discover cannot use that field to create the visualization and will display an error. In this video, we’ll show you how to fix a report that fails to render due to a missing field.

Sugar Discover - Create New Custom Report

Anamaria Vintila — Tue, 26 Aug 2025 10:44:09 GMT

In this video, we’ll show you how to create a new custom report from scratch in Sugar Discover.

Scenario: I want to look at my CRM data today and know how much revenue (Likely) I have in the past 6 months from closed won deals by industry.

Behind the Build: A Sugar Admin's Guide to Package Builder and Deployer

Andrea Ayers — Wed, 13 Aug 2025 21:01:07 GMT

Learn how to streamline your Sugar customizations with the Package Builder and Deployer. In this video, you’ll see how to create, distribute, and manage packages; connect to other instances; and pull and install updates—fast. Perfect for admins who want to save time, reduce manual work, and keep every environment in sync.