https://university.sugarcrm.com/learn/course/external/view/classroom/6/sugar-admin-fundamentalsTue, 10 Nov 2026 16:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:6195f384-b5d2-415d-ab09-b9508ccb638cSugarUEnroll Here Overview Formally known as Sugar Administration  Essentials, Sugar Admin Fundamentals offers introductory training for new Sugar Admins. You'll build competence and confidence working with Sugar through live, hands-on training with one of our Certified Sugar Instructors. This class is designed for new system administrators responsible for the setup, configuration, and maintenance of their organization's Sugar application. Through hands-on training, we will help you understand and use the features and administrator tools required for immediate and future success with Sugar. You will more easily be able to manage your Sugar instance as well as support existing and future Sugar users in your organization. You'll learn how to:  Get Started as a Sugar Administrator Implement Users, Teams, Roles, and Team-based Permissions Perform basic configurations using Studio Import and Export your data Create Reports Configure Outbound Email Configure Forecasting Troubleshoot issues and work with Sugar Support  Recommended Prerequisites: You should have a solid understanding of basic Sugar concepts, functionality, and terminology. You should complete one of the following online courses: How to Use Sugar Sell How to Use Sugar Serve Price: $899.00https://sugarcrm.zoom.us/webinar/register/WN_LFzegSNxRQ-m6S0hP102tAThu, 13 Aug 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:65ab8f3f-cdcb-4e27-a6c0-584c0c482218Keegan SullivanReady to enhance how you manage customer information and interactions in Sales-i 25? Join us for an interactive Live Learning session where we’ll explore the CRM experience and show you how to efficiently navigate and manage account data. In this session, we’ll walk through the core areas of the CRM, including account record cards, contacts and details, document management, and interaction history. You’ll also discover tools designed to improve visibility and speed up your daily workflow. Whether you're reviewing customer details, updating contact information, or tracking engagement history, this session will help you work smarter and stay organized in Sales-i 25. What You’ll Gain: Confidence navigating account record cards in Sales-i 25 Best practices for managing and updating contact information Simple ways to upload and organize documents Clear understanding of the full interaction history timeline Awareness of key differences from the Classic CRM experience Tips for using data visibility and quick-action tools to improve efficiency What We’ll Cover: CRM overview and navigation in Sales-i 25 Contacts & details: managing and maintaining accurate information Uploading, organizing, and accessing documents Viewing and understanding interaction history Using quick-action tools and improving data visibility Why Attend? If you want to better understand the updated CRM experience, improve how you manage customer data, and take advantage of new tools in Sales-i 25. This session is for you. Save your seat today and start working more efficiently with your CRM!live learningsales-ihttps://university.sugarcrm.com/learn/course/external/view/classroom/6/sugar-admin-fundamentalsTue, 11 Aug 2026 15:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:50ce5b3f-3834-463f-873f-9ba089ad26f3SugarUEnroll Here Overview Formally known as Sugar Administration  Essentials, Sugar Admin Fundamentals offers introductory training for new Sugar Admins. You'll build competence and confidence working with Sugar through live, hands-on training with one of our Certified Sugar Instructors. This class is designed for new system administrators responsible for the setup, configuration, and maintenance of their organization's Sugar application. Through hands-on training, we will help you understand and use the features and administrator tools required for immediate and future success with Sugar. You will more easily be able to manage your Sugar instance as well as support existing and future Sugar users in your organization. You'll learn how to:  Get Started as a Sugar Administrator Implement Users, Teams, Roles, and Team-based Permissions Perform basic configurations using Studio Import and Export your data Create Reports Configure Outbound Email Configure Forecasting Troubleshoot issues and work with Sugar Support  Recommended Prerequisites: You should have a solid understanding of basic Sugar concepts, functionality, and terminology. You should complete one of the following online courses: How to Use Sugar Sell How to Use Sugar Serve Price: $899.00https://sugarcrm.zoom.us/webinar/register/WN_bQNOQRshQu6iiv2viFqqqgThu, 16 Jul 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:1e763524-250c-4baa-b1a7-e1d1e272d266Keegan SullivanReady to get more out of your CRM and turn your data into actionable insights? Join us for an interactive Live Learning session focused on the Sales-i Classic CRM & Dashboard experience. In this session, we’ll walk through the core areas of the CRM, including managing contacts, accessing documents, reviewing call history, and leveraging dashboards to stay on top of performance. You’ll gain practical knowledge to help you navigate your account records with confidence and make better, data-driven decisions. Whether you're updating customer information, tracking interactions, or analyzing KPIs, this session will help you streamline your workflow and unlock the full value of Sales-i Classic. What You’ll Gain: Confidence navigating CRM account records in Sales-i Classic Best practices for managing and updating contacts Simple ways to upload and access important documents Clear understanding of how to review complete call history Insights into dashboard Tips for customizing your workflow What We’ll Cover: CRM overview and navigation Managing contacts and maintaining accurate data Uploading, organizing, and accessing documents Viewing and understanding call history Dashboard functionality, widgets, and KPIs Customizing dashboards for better visibility and performance tracking Why Attend? If you want to improve how you manage customer data, gain better visibility into activity, and make smarter decisions using your dashboard, this session is for you. Save your seat today and start making your CRM work for you!live learningsales-i classichttps://sugarcrm.zoom.us/webinar/register/WN_31qIP16iQvCp4FSgEQ-W_wThu, 18 Jun 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:2198b41e-5bad-4984-8fb2-0f632216d726Keegan SullivanReady to take control of your call activity and stay one step ahead of your day? Join us for an interactive Live Learning session where we’ll explore Interactions in Sales-i 25 and show you how to efficiently manage customer engagement. In this session, you’ll learn how to schedule planned calls, log unplanned activity, generate call lists, and manage interaction statuses—all while understanding key differences from Sales-i Classic and discovering productivity tips to maximize your efficiency. Whether you're planning ahead or logging activity on the fly, this session will help you streamline your workflow, stay organized, and ensure no customer interaction slips through the cracks. What You’ll Gain: Confidence navigating the Interactions workspace in Sales-i 25 A clear process for creating and scheduling planned calls Simple steps to log and complete unplanned activity in real time Faster, more efficient ways to generate and manage call lists Best practices for maintaining clean, consistent, and actionable customer activity What We’ll Cover: Interactions overview and key functionality Creating, scheduling, and managing planned calls Logging and completing unplanned activity in real time Generating call lists, managing interaction statuses, and applying productivity tips Why Attend? If you want to save time, improve visibility into your customer interactions, and work more efficiently day-to-day, this session is for you. Save your seat today and start making every call count.live learningsales-ihttps://sugarcrm.zoom.us/webinar/register/WN_PbcjmpSxS9yrFfsTfsAOrgWed, 03 Jun 2026 16:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:7af2660e-b918-4054-a3da-97cdb9cfe898Andrea AyersHave a report you’ve been meaning to build—but aren’t sure where to start? Submit your request, and we may build it live. In this interactive session, we’ll select several real report submissions and walk step-by-step through how to create them in Sugar. Along the way, we’ll explain our approach to filters, logic, visibility, grouping, and formatting—so you can apply the same thinking to your own reports. Whether your report is selected or you’re just attending to learn, you’ll gain practical insight into: Structuring report filters effectively Choosing the right report type Handling common data logic challenges Improving clarity and usability Submit your report idea here: https://forms.office.com/r/5B1YqSD4xt Join us to see real examples built in real time—and walk away with techniques you can use immediately.reportsSugarU Webinarshttps://sugarcrm.zoom.us/webinar/register/WN_XNQ7VjuHQ4S8fxHBaMHIKwWed, 20 May 2026 15:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:8d91e91d-9ec3-4ebb-895b-78228c2671daAndrea AyersExporting reports is often the final step in sharing insights—but different formats can impact how your data appears and behaves. In this practical, admin-focused session, we’ll explore how report exports work in Sugar and what to consider when moving data into Excel or other tools. You’ll learn: What data and formatting carry over during export How different export formats affect sorting, grouping, and totals How to preserve data integrity outside of Sugar Best practices for preparing reports before exporting Tips for avoiding common formatting or structure surprises By the end of this session, you’ll understand how to export reports strategically—so your data remains accurate, usable, and presentation-ready.Exporting ReportsreportsSugarU Webinarswebinarhttps://sugarcrm.zoom.us/webinar/register/WN_dnYxOQMwTGu21to_TBbldwThu, 14 May 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:d0f14fee-0f9a-4a98-ade7-6f7a649e3c31Keegan SullivanReady to take control of your call activity and stay one step ahead of your day? Join us for an interactive Live Learning session where we’ll show you how to get the most out of MyCalls in Sales-I Classic. Whether you're planning ahead or logging activity on the fly, this session will help you streamline your workflow, stay organized, and ensure no customer interaction slips through the cracks. What You’ll Gain: Confidence navigating the MyCalls dashboard A clear process for adding and managing planned calls Simple steps to log and complete unplanned calls in real time Faster ways to generate and manage call lists Proven best practices to keep your customer activity clean, consistent, and actionable What We’ll Cover: MyCalls overview and key functionality Adding planned calls tied to accounts Logging & completing unplanned calls Generating and managing call lists with ease Why Attend? If you want to save time, improve visibility into your customer interactions, and work more efficiently day-to-day, this session is for you. Save your seat today and start making every call count.live learningsales-i classichttps://sugarcrm.zoom.us/webinar/register/WN_UaWkAwiWQSi0hBJVbrfHwAWed, 13 May 2026 19:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:410d3578-9562-41ae-8d6e-a8eec11c6890Andrea AyersHave a report you’ve been meaning to build—but aren’t sure where to start? Submit your request, and we may build it live. In this interactive session, we’ll select several real report submissions and walk step-by-step through how to create them in Sugar. Along the way, we’ll explain our approach to filters, logic, visibility, grouping, and formatting—so you can apply the same thinking to your own reports. Whether your report is selected or you’re just attending to learn, you’ll gain practical insight into: Structuring report filters effectively Choosing the right report type Handling common data logic challenges Improving clarity and usability Submit your report idea here: https://forms.office.com/r/5B1YqSD4xt Join us to see real examples built in real time—and walk away with techniques you can use immediately.reportsSugarU Webinarshttps://university.sugarcrm.com/learn/course/external/view/classroom/6/sugar-admin-fundamentalsTue, 12 May 2026 15:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:c61aa713-8a10-4758-9bbc-ad5197aee438SugarUEnroll Here Overview Formally known as Sugar Administration  Essentials, Sugar Admin Fundamentals offers introductory training for new Sugar Admins. You'll build competence and confidence working with Sugar through live, hands-on training with one of our Certified Sugar Instructors. This class is designed for new system administrators responsible for the setup, configuration, and maintenance of their organization's Sugar application. Through hands-on training, we will help you understand and use the features and administrator tools required for immediate and future success with Sugar. You will more easily be able to manage your Sugar instance as well as support existing and future Sugar users in your organization. You'll learn how to:  Get Started as a Sugar Administrator Implement Users, Teams, Roles, and Team-based Permissions Perform basic configurations using Studio Import and Export your data Create Reports Configure Outbound Email Configure Forecasting Troubleshoot issues and work with Sugar Support  Recommended Prerequisites: You should have a solid understanding of basic Sugar concepts, functionality, and terminology. You should complete one of the following online courses: How to Use Sugar Sell How to Use Sugar Serve Price: $899.00https://sugarcrm.zoom.us/webinar/register/WN_rIHV9ZQsTCCs_L5uukGpUgWed, 06 May 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:3732c37f-8ffc-4bc6-958d-0658f151a5d3Rafael FernandesRegistration herehttps://sugarcrm.zoom.us/meeting/register/1elkeiAgRGuYOZS8Rr2ZcAWed, 06 May 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:f5a1bbde-0fd1-487d-8393-4070d55f12afMike WorthingtonCapturing and utilizing key information about your customers: Taking advantage of the CRM functionality in sales-i 25 Harvesting and utilizing key information about both your prospects and customers can help in growing your business, in this session we will explore how you can make the most of the CRM functionality, from creating custom fields to using the data in enquiries. Understand how to set up the CRM custom sections to get the most out of them Review where you can utilize the newly harvested data Explore ways you can incorporate the data in your other reports Designed for anyone responsible for driving revenue growth through insight-led selling. This session will not be recorded and attendees will be encouraged to ask questions and get involved. Register now to secure your place. sales-i Success Labs is a new series of interactive meetings providing an opportunity for users to ask questions, learn more about the features and benefits and discuss best practices with other users. Learn more here; Introducing sales-i Success Labs .sales-i Success Labshttps://sugarcrm.zoom.us/webinar/register/WN_zlP86nR3Qb6ajgxV0TBhlgWed, 29 Apr 2026 16:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:cc09aa5f-733f-4ce7-a29a-e378e330dd1aAndrea AyersHave a report you’ve been meaning to build—but aren’t sure where to start? Submit your request, and we may build it live. In this interactive session, we’ll select several real report submissions and walk step-by-step through how to create them in Sugar. Along the way, we’ll explain our approach to filters, logic, visibility, grouping, and formatting—so you can apply the same thinking to your own reports. Whether your report is selected or you’re just attending to learn, you’ll gain practical insight into: Structuring report filters effectively Choosing the right report type Handling common data logic challenges Improving clarity and usability Submit your report idea here: https://forms.office.com/r/5B1YqSD4xt Join us to see real examples built in real time—and walk away with techniques you can use immediately.reportsSugarU Webinarshttps://sugarcrm.zoom.us/meeting/register/DNt8aC0PTGuVvtSiQYfD5wWed, 29 Apr 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:2e612e83-09b0-4670-8fc9-ee058eeb7f5eMike WorthingtonCapturing and utilizing key information about your customers: Taking advantage of the CRM functionality in sales-i classic Harvesting and utilizing key information about both your prospects and customers can help in growing your business, in this session we will explore how you can make the most of the CRM functionality, from creating custom fields to using the data in campaigns and enquiries. Understand how to set up the CRM custom sections to get the most out of them Review where you can utilize the newly harvested data Explore ways you can incorporate the data in your other reports Designed for anyone responsible for driving revenue growth through insight-led selling. This session will not be recorded and attendees will be encouraged to ask questions and get involved. Register now to secure your place. sales-i Success Labs is a new series of interactive meetings providing an opportunity for users to ask questions, learn more about the features and benefits and discuss best practices with other users. Learn more here; Introducing sales-i Success Labs .sales-i Success Labshttps://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3109Tue, 28 Apr 2026 17:29:00 GMT5c521d64-519d-47a6-9065-134618b211bf:f72688ad-eda1-4408-9fb8-0be7d51f3f12Keegan SullivanLearn how to prepare effectively for a customer call using Sales-i Classic by leveraging key insights from your customer’s sales history. This video walks you through Sales Comparison, Campaigns, and Sales Versus Gaps to help you identify trends, opportunities, and priority talking points. By the end, you’ll be equipped to have more focused, meaningful, and profitable conversations with your customersAccount Call PrepQuick Tipssales-i classichttps://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3108Tue, 28 Apr 2026 17:22:00 GMT5c521d64-519d-47a6-9065-134618b211bf:1a84637d-fb1d-473b-ac61-dd0e2c504bfdKeegan SullivanLearn how to create Advanced Searches in sales-i to quickly find the exact customers and prospects you need. This step-by-step guide shows you how to filter, refine, and save searches to save time and boost efficiency. Discover how to turn thousands of records into targeted insights in just a few clicks.Account SearchesQuick Tipssales-i classichttps://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3107Tue, 28 Apr 2026 17:11:00 GMT5c521d64-519d-47a6-9065-134618b211bf:0e5f16be-e2f2-4331-b5f9-3d6e58d52be6Keegan SullivanCreate professional, customer-ready Snapshot Reports in Sales-i platform in just a few clicks. In this quick tutorial, learn how to generate, customize, and export powerful account insights for meetings, reviews, and customer conversations. Follow along step-by-step to turn your customer data into clear, impactful reports that elevate your sales approach.Quick Tipssales-i classicSnapshot Reporthttps://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3106Tue, 28 Apr 2026 13:34:00 GMT5c521d64-519d-47a6-9065-134618b211bf:80380ecd-3fde-49d2-85ad-d396bdc37917Anamaria VintilaIn this video, we’ll explore why totals can differ, how duplicate-looking records appear, and how grouping changes counts and sums in Summation and Matrix reports. We’ll wrap up by showing how to troubleshoot mismatched totals more effectively.duplicate recordssugar reportsReport Typeshttps://sugarclub.sugarai.com/explore/help-forums/serve/f/sugar-serve-questions/8374/how-do-you-add-quote-create-date-to-the-opportunities-screen/33824Mon, 27 Apr 2026 17:52:00 GMT5c521d64-519d-47a6-9065-134618b211bf:d515a2cc-7a64-42e2-890a-3e4120fe1d28Samuel MallareHi, Andre Serrazina Thank you for your help on this.