Online User Group: Understanding SugarConnect

Created by Danine Pontarelli on Nov 11, 2019

Wednesday, January 22, 2020 at Online

Starts at 12:00 PM ยท Ends at 1:00 PM, PDT (America/Los_Angeles)

  • Megan Sheehan
  • Danine Pontarelli

Technology Advisors, Inc. (TAI) is an advanced SugarCRM partner. SugarConnect -- Sugar's Outlook integration product -- synchronizes your email data with Sugar Sell, Serve, Enterprise, and Pro to allow the user to:


- Access Sugar information from a sidebar in their email when reading or composing an email
- Attach emails to Opportunities, Accounts, or Contacts
- Sync and access shared calendars
- Access and use CRM email templates
- Relate events to attendee's records in Sugar
- And more!


Join us on January 22 to learn about SugarConnect. What it does, how much it costs, how it works with your email, etc.