Accounts, Leads, and Contacts

Overview

Sugar Market entities are organized in Sugar Market as Accounts, Contacts, Leads, and Opportunities. These records are held in a database separate from Sugar or your CRM and can be managed independently or synced to your CRM. This section explains each record type and how to view the Buyer's Journey, which allows you to follow the lifecycle of a prospect's marketing activity at the Account, Contact, Lead, and Opportunity levels.