Weekly Webinars

Our webinars are a great place to learn how to use Sugar while posing questions in a live forum. To avoid missing out on a session, please register for a webinar by clicking the date and time link below. Please join the session within 5 minutes of the start time. If no one is logged on in the first five minutes, the webinar will be canceled. All webinars are listed in Pacific Time.

Getting Started with Sugar for Administrators

Administrators, watch a previously recorded webinar designed to get you started with your Sugar implementation. We will provide 5 basic setup steps to get you up and running on Sugar. This webinar is designed for both on-demand customers and customers already installed on-site (on-premise).

Audience: Sugar System Administrator or Sugar Project Implementation Manager

> Watc h the previous recorded webinar (v. 6.7) or short video series (v. 7.0)

Hot Topics

We’re excited to start offering free-online Hot Topic Webinars to our customers. These one-hour webinars provide a great opportunity for you to ask questions and have them answered in a live session. Check out the topics below.

Setting Up Your Dashboard

Sugar has the flexibility, agility, and simplicity that enables anyone to personalize the platform so you can sell your way. This webinar covers how to personalize Sugar to fit your sales process, your forecasting practices, your team and your business.

Link to download slides (v. 6.7)

Link to download slides (v. 7.0)

Register for Live Webinar: March 20, 2014 | 1:00 pm to 2:00 pm PDT

Watch Previously Recorded Session Now


Creating Workflows (for Administrator users)

Sugar provides administrators with the ability to convert manual business processes to automated workflows in Sugar. This webinar demonstrates how to define a workflow, set workflow conditions, and select operations you want to execute.

Link to download slides

Register for Live Webinar: March 27, 2014 | 1:00 pm to 2:00 pm PDT

Watch Previously Recorded Session Now (v. 6.7)

Watch Previously Recorded Session Now (v. 7.0)


Creating and Using Reports

This webinar empowers users to construct basic and complex reports and to save and share reports with others. Attendees learn to modify existing reports to meet their business needs, schedule reports for email delivery, and display reports on their home page.

Link to download slides

Register for Live Webinar: April 3, 2014 | 1:00 pm to 2:00 pm PDT

Watch Previously Recorded Sessions Now (v. 6.7)

Watch Previously Recorded Sessions Now (v. 7.0)



Previously Recorded Hot Topics Webinars

How does Marketing Use Sugar?

This webinar reviews how a Marketing Department uses Sugar. We will demonstrate how to import leads, provide step-by step instructions to creating an email marketing campaign, and show you how to create a web-to-lead form for your website using out-of-the-box functionality.

Watch Previously Recorded Session Now

Link to Download Slides


Upgrading from Sugar 6.x to Sugar 7 for Administrators

For those of you that are upgrading to Sugar 7, this webinar is for you. In our hour session, we’ll show you what’s new in the Sugar 7 release to prepare you and your team for what’s coming.

Link to Download Slides

Watch Previously Recorded Session Now


How does Support Use Sugar?

This webinar demonstrates a day in the life of a Customer Support Rep. We will review how to track customer issues, log bugs, use the Customer Portal, and publish Knowledge Base articles.

Link to download slides

Watch Previously Recorded Session Now


How does Sales Use Sugar?

This webinar demonstrates a day in the life of a Sales Rep using Sugar from cultivating a new lead to closing the deal.

Link to downloaded slides

Watch Previously Recorded Session Now


Setting Up Your Dashboard

Sugar has the flexibility, agility, and simplicity that enables anyone to personalize the platform so you can sell your way. This webinar covers how to personalize Sugar to fit your sales process, your forecasting practices, your team and your business.

Link to download slides (v. 6.7)

Link to download slides (v. 7.0)

Watch Previously Recorded Session Now


Using Studio (for Administrator users)

Sugar Studio® lets you rapidly configure the way information is presented in Sugar. Learn how to leverage Sugar Studio’s powerful interface to create custom fields, hide unused fields, change page layouts, create relationships between modules, and rename existing fields.

Link to download slides (v. 6.7)

Link to download slides (v. 7.0)

Watch Previously Recorded Session Now (v. 6.7)

Watch Previously Recorded Session Now (v. 7.0)


Creating New Modules in Module Builder (for Administrator users)

Sugar Module Builder® enables you to rapidly build custom modules from scratch or combine existing or custom objects into a brand new application. We’ll show you how you can quickly leverage existing Sugar objects such as Contacts, Accounts, Cases, and Opportunities to build a new module.

Link to download slides

Watch Previously Recorded Session Now (v. 6.7)

Watch Previously Recorded Session Now (v. 7.0)


Creating and Managing Users, Teams, and Roles (for Administrator users)

This webinar provides administrators with a better understanding of users, teams, and roles. Live demonstrations of real-life examples show you how to manage your Sugar users’ access to Sugar.

Link to download slides

Watch Previously Recorded Sessions Now (v. 6.7)

Watch Previously Recorded Sessions Now (v. 7.0)