SUMO User Video Tutorials

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The following video tutorials and articles will help users learn how to use SUMO. Questions? Log a Case .

SUMO Desktop

SUMO Desktop is accessed via a web browser by schedulers, providers, and your team. The following videos = 60 minutes in total, but are not all required.
1. Using the Calendar 12 minutes *Required [ Calendar Overview, Default Mode, Bin Mode w/ Adv. Search ]	The SUMO Calendar takes the Salesforce Calendar to the next level. Learn about the two different calendar modes and all of the automation features.
2. Schedule Your 1st Appointment 9 minutes *Required [ View Article ]	Learn how to schedule your 1st appointment using the SUMO Calendar. We will cover how to schedule single appointments, recurring appointments, drag and drop features, right-click options, and much more.
3. Using Accounts & Contacts 3 minutes *Required [ View Article ]	Are you B2B or B2C? Will you be scheduling with people at organizations or just with independant people? It’s important to understand how SUMO manages both scenarios.
4. Working with Leads 4 minutes *Optional [ View Article ]	With SUMO4, you may now schedule leads into appointments and the Self-Scheduling Site has a new “Prospect Scheduling” process that will create a lead upon scheduling a new appointment. This tutorial focuses on manually scheduling leads with SUMO Desktop.
5. View Work Shifts 4 minutes *Optional [ View Article ]	Learn how to view your Work Shift on either your Provider Contact record or on the Work Shift Calendar.
6. Personal Settings 9 minutes *Optional [ View Article ]	With SUMO3, each SUMO user may now configure their own personal settings to tailor the SUMO experience to their liking.
7. Get Social with Chatter 5 minutes *Optional [ View Article ]	Learn how our customers use the social features of Chatter to collaborate about appointments, work shifts, utilization metrics, and more.
8. Using Reports & Dashboards 8 minutes *Optional [ View Article ]	Learn all about the 7 out-of-box Dashboards and numerous reports that come with SUMO to track appointments goals, no-shows, service trends, and more.