Sugar Bootcamp

Uplevel your sugar knowledge

Franchise Sales

Welcome to Sugar Bootcamp for Franchise Sales

Below are a series of video lessons covering various topics related to your role in Sugar. Each lesson is around 10 minutes followed by a quick activity for you to practice the skills covered in the video. We recommend watching 1-2 video lessons a day and then applying your new skills in Sugar. After you've completed all the lessons, test your knowledge by completing the quiz at the end.

Lesson 1: Navigation & List View

Lesson 1:

Navigation & List View

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1 Select the four pinned modules you want showing on the left side menu
2 Use the preview or focus drawer options to preview a record
3 Move or add a column in list view

Lesson 2: Filters

Lesson 2:

Filters

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Build and save the following filters

1 Followups for Today
2 Missed Follow Ups
3 Inquiry and Missed Disclosure Followups
4 Disclosure Followups
5 Scheduled disclosures this month

Lesson 3: Making Follow Up Calls

Lesson 4: Business Opening

Lesson 5: Merge Duplicates

Lesson 6: Reports and Dashboards

Lesson 6:

Reports and Dashboards

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1 Using the #Business Openings: Inquiry Log find how many inquiries your market has had this month.
2 Using the #Business Openings: Disclosures Set log find how many disclosures you have set this month.
3 Using the Franchise Sales MTD Dashboard find how many units your market sold and the total amount of down payment cash.

Congratulations you've finished all the lessons for Franchise Sales!

Now test your knowledge by completing the quiz. It should take about 15 minutes to complete and will cover topics from all of the previous lessons.

Test your knowledge

Bonus Materials:

How to Create Email Templates

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Report Tips and Tricks

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Additional Filters

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