Videos

SugarPredict, Sugar Live, & Sugar Version 11: SugarCRM User Group

May 6, 2021

During this SugarCRM user group, our experts power through some key insights on SugarCRM's latest AI feature, SugarPredict, as well as Sugar Live and information about the version 11 releases across products.

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Creatio Business Rules: Dependently Required Fields

April 29, 2021

In this Creatio user group segment, Megan explains how to use the business rule for dependently required fields in Creatio. These business rules allow the user to define a logic to make fields required only when necessary. Megan demos an example.

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Creatio Business Rules: Filtered Lookup

April 29, 2021

In this user group segment, our Creatio experts describe and demo how to use filtered lookups as a business rule in Creatio.

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Creatio Business Rules: Dependently Read Only Fields

April 29, 2021

In this user group segment, our Creatio expert highlights how and when to use dependently read only fields in Creatio. These business rules allow you to define logic and lock fields for editing in specific situations.

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Creatio Business Rules: Calculations

April 29, 2021

In this clip from our recent Creatio user group, our experts discuss and demo how to use Creatio Business Rules to set up basic calculations that will update when a business rule is met.

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Creatio Business Rules: Showing & Hiding Elements

April 29, 2021

In this clip from our recent online user group, we show you how to set up business rules in Creatio to show and hide elements. Our Creatio experts also offers her tips for when to use this feature, and when to consider using multiple pages instead.

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Creatio Business Rules: Online User Group

April 29, 2021

In this full recording, our experts take users through the five different scenarios for using Business Rules in Creatio. We covered Creatio Business Rules a few years back in one of our older Creatio User Groups, however, since then, Creatio has added new features and functions to these capabilities. Tune into the video to see what is possible as our business analysts build out examples and explain their uses.

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HubSpot Starting Blocks: Setting Goals and Forecasts

March 22, 2021

Need to set goals and forecasts for sales teams in your HubSpot instance. This video gives a quick explanation on how to do it.

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HubSpot Starting Blocks: Adding a Document to an Email Template

March 22, 2021

Templates in HubSpot are a great way to send quick messages without having to recreate the same email over and over. In this video, we'll explain how to add a document to your template so it is automatically included each time you send the email.

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HubSpot Starting Blocks: Marketplace Tour

March 22, 2021

HubSpot's Marketplace allows you to easily connect other tools to your HubSpot instance. Here's a quick overview of that Marketplace and its supporting features.

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HubSpot Starting Blocks: Adding a Persona to a Contact

March 22, 2021

HubSpot users can define buyer personas in their instances that match the types of customers they're targeting. In this video, we'll show you how to apply those buyer personas to your contact records.

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HubSpot Starting Blocks: Create Sharable Link

March 22, 2021

How can you create shareable links in HubSpot to share documents and other uploaded assets? This quick video explains.

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HubSpot Starting Blocks: Creating Products

March 22, 2021

This short video guides you on where to find Products in HubSpot and how to create a list of your products for later use.

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HubSpot Starting Blocks: Making a Persona

March 22, 2021

This quick video explains where to find HubSpot's free tool for creating buyer personas and how to get started.

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HubSpot Starting Blocks: Schedule an Email

March 22, 2021

Ready to schedule your first email in HubSpot? This video shows you how and explains your options.

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HubSpot Starting Blocks: Setting up Buyer Personas

March 22, 2021

Wondering how to add and edit buyer personas in your HubSpot instance? This quick video explains how.

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HubSpot Starting Blocks: Uploading Documents

March 22, 2021

Learn how to easily upload documents in HubSpot with this quick training video from Technology Advisors.

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Creatio vs. SugarCRM: Mobile

March 4, 2021

In this segment of our comparison, we look at Creatio and SugarCRM's mobile applications.

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Creatio vs. SugarCRM: Workflows

March 4, 2021

In this clip, we view the differences between how Creatio and SugarCRM display and handle Workflows.

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Creatio vs. SugarCRM: Filtering & List Views

March 4, 2021

During this portion of our comparison webinar, Megan and Justin compare SugarCRM and Creatio's Filtering and List Views.

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