https://sugarclub.sugarai.com/learn/quick-videos/A collection of short, on-demand videos to explain common tasks across the Sugar platform. Most videos are under 5 minutes.en-USTelligent Community 12https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3096Mon, 23 Mar 2026 20:25:00 GMT5c521d64-519d-47a6-9065-134618b211bf:41dec32b-07ec-4f0c-a86d-5d2be282c2fcBrie RoweDiscover 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.Sales GapsQuick Tipssales-i classicenquirieshttps://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3095Thu, 19 Mar 2026 13:59:00 GMT5c521d64-519d-47a6-9065-134618b211bf:6515fae4-4617-464b-b959-7398ecfb0403Anamaria VintilaIf 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.sugar reportsReport ScheduleScheduled Taskshttps://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3091Thu, 12 Feb 2026 12:05:00 GMT5c521d64-519d-47a6-9065-134618b211bf:0f316887-59c9-440c-8477-395a4cd2e614David JewisonFind 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 insightsinsightsnon spendersno spendnon spend customerswho hasn't spenthttps://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3090Thu, 12 Feb 2026 12:01:00 GMT5c521d64-519d-47a6-9065-134618b211bf:323050d9-eb42-4a07-8a79-8304d1f99338David JewisonFind 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.who isn't spendingsales datareportingnon spendingVarianceenquiriesVariance enquirynon spending customershttps://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3089Thu, 12 Feb 2026 11:57:00 GMT5c521d64-519d-47a6-9065-134618b211bf:03c56304-a535-43c2-8ee4-2dd52e4a8b63David JewisonIn 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.home screendashboardhome screen customisationcustomising dashboardshttps://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3088Thu, 12 Feb 2026 11:56:00 GMT5c521d64-519d-47a6-9065-134618b211bf:65f37d43-a05c-4075-b085-334e223ac609David JewisonFind 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.quick winai generatedopportunitiesai opportunitieshttps://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3087Thu, 12 Feb 2026 11:55:00 GMT5c521d64-519d-47a6-9065-134618b211bf:b40d5f78-71f1-43f8-b7a4-4bd3f0b4aecdDavid JewisonFind 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.insightsshared reportstagging userssales datasharing reportshttps://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3086Wed, 11 Feb 2026 14:36:00 GMT5c521d64-519d-47a6-9065-134618b211bf:240fd732-2e13-411b-b7a2-ce917d0b5257Anamaria VintilaPicking 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.https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3083Wed, 04 Feb 2026 16:26:00 GMT5c521d64-519d-47a6-9065-134618b211bf:4c7258f4-5216-498c-9551-01fd7da2d320Anamaria VintilaDashboards 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.https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3080Tue, 27 Jan 2026 21:57:00 GMT5c521d64-519d-47a6-9065-134618b211bf:dee8dbb8-703c-469a-b97e-c542830b8c6cAlex Nassihttps://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3079Tue, 27 Jan 2026 15:25:00 GMT5c521d64-519d-47a6-9065-134618b211bf:73ed49a8-2f14-4342-a855-4ae16215b751Anamaria VintilaVisibility 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.https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3078Tue, 20 Jan 2026 15:39:00 GMT5c521d64-519d-47a6-9065-134618b211bf:fed3d9b5-a1e4-486e-a10d-2edcda31a21cAnamaria VintilaThis 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.https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3077Tue, 13 Jan 2026 15:47:00 GMT5c521d64-519d-47a6-9065-134618b211bf:ee7e0796-24e3-4f34-8178-2d5f2be827fdAnamaria VintilaIn 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.sugar mobiletimelinehttps://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3076Tue, 06 Jan 2026 16:44:00 GMT5c521d64-519d-47a6-9065-134618b211bf:26dc7ce9-f574-4b87-89f8-79c3d1a47a96David JewisonTracking 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.sales activitiessugar sell1 click actionsmade easy1 clickhttps://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3073Tue, 16 Dec 2025 14:17:00 GMT5c521d64-519d-47a6-9065-134618b211bf:34021fa7-e2b6-44a0-90ed-4ef86b6148eaAnamaria VintilaIn this video, we’ll show how to build and customize your sales stages in Sugar, so your pipeline stays consistent, structured, and forecast-ready.sugar sellsales stagesOpportunity Managementhttps://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3072Tue, 09 Dec 2025 20:06:00 GMT5c521d64-519d-47a6-9065-134618b211bf:000c5447-363f-4319-b711-c790e4bc511bAnamaria VintilaIn 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.reportsLeads Scoreleadshttps://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3071Tue, 09 Dec 2025 20:05:00 GMT5c521d64-519d-47a6-9065-134618b211bf:5c633487-eff4-4e43-a1be-35a6412c4fd5Anamaria VintilaIn this video, we’ll explore how Sugar dashboards and reports help leaders measure, manage, and continuously improve lead qualification performance.https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3067Fri, 17 Oct 2025 12:21:00 GMT5c521d64-519d-47a6-9065-134618b211bf:5881af76-6ee2-4b29-a986-2a4589271eb0David JewisonUtilising 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.using alertsalertssales-iinteractionsreportingopportunitiesutlilisingsales-i 25sales-i alertshttps://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3066Fri, 17 Oct 2025 12:20:00 GMT5c521d64-519d-47a6-9065-134618b211bf:363338dc-6601-49fa-9643-66766e13c28aDavid JewisonCreating 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.alertssales-ireportingsales- 25Variancesales-i alertsvariance alertnot spendinghttps://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3065Fri, 17 Oct 2025 12:19:00 GMT5c521d64-519d-47a6-9065-134618b211bf:88b6c97a-09ac-4096-a59d-19b40cc9fad0David JewisonCreating 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.alertssales-ireportingboughtgapssales-i 25sales-i alertsnot boughtgap alert