How to set up and use Sugar Connect for Admins and Users | SugarCRM Tutorial

Sugar Connect offers one of the most interconnected ways of working, unifying your SugarCRM system and email client into one ecosystem. In this video, our in-house Sugar Connect expert Tom gives a complete rundown of how to set it up for administrators, and how to use it for everyone. To get Sugar Connect on Gmail: 1) Go to the Google Chrome Add-on store and search for 'Sugar Connect', or click this link: https://chromewebstore.google.com/detail/sugar-connect/bfkiphdpanhdnjbekkjigbjjmllhndch. 2) Add it your Chrome Web Browser 3) Open your Gmail inbox and the Sugar logo will now appear on the side panel to the right (if you don't see the side panel, click the side arrow at the bottom right to display it). Click it to launch the Sugar Connect app. The Sugar Connect Deployment Guide: https://support.sugarcrm.com/documentation/plug-ins/sugar_connect/sugar_connect_deployment_and_administration_guide/ Add Sugar Connect to your CRM now: https://bit.ly/enableDiscoverSugarConnectSetUp 0:00 Introduction 0:11 Getting Started 0:46 Sugar Connect Tenant and Admin Setup 2:25 Homepage of Sugar Connect 2:34 Synchronisation 4:12 Schedulers 4:52 Important Note for Admins 5:14 Admin: Users 6:22 Admin: CRM Data Source 7:20 Admin: Subscription Details 7:47 Admin: Customisation 9:37 Admin: Settings 13:54 User Settings and Theme Light/Dark Mode 14:33 Installing the Add-on (Outlook) 15:29 Opening Sugar Connect (Outlook) 16:37 Using the Sugar Connect App 17:53 Adding a contact through Sugar Connect 18:42 Creating a Meeting 20:06 Setting up Schedulers for Meeting Invitations 21:48 Archiving Emails 22:32 Sugar Connect Settings 26:10 Outro