Sugar Basics

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Sugar Basics

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Welcome to Sugar


Congratulations! Sugar is a powerful system that will help you manage and leverage client relationships, stay abreast of marketing activities and client news, and carry out more effective business development.


This first section of Sugar help is designed for first-time Sugar users. It walks you through Sugar essentials:


Creating contacts
Using taxi reports
Finding 'your' contacts
Reading contact and organisation pages
Adding meeting, conference and notable legal work reports