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Creating Advanced Saved Searches and Pinning them on the Mobile App. 

  • Date: Thursday, 25 July 2024
  • UK Time: 10am and 2pm
  • US Time: 2pm CST
  • Duration: 30 minutes
  • Level: Intermediate
July 25th Live Learning

Series Overview:

Understanding of the best ways to plan your daily journey to your Customers:

Do you have questions about your customers' locations? Or planning out your day to see customers in similar locations? Or do you want to be able to quickly access saved searches of customers in specific areas?
During this series, we will be focusing on generating calls to customers in specific locations and utilizing the mapping feature on the Mobile App. As well as creating Advanced Searches and using those to create Campaigns for customers in specific areas. The month of July will be dedicated to running you through different ways to play your daily journey to visit customers in similar areas so you can get the most out of your time to visit as many customers as you can while out on the road.

Sessions in the series:

  • Creating a Campaign via Saved Searches and generating calls off the campaigns - Power Users & Team leaders (Desktop).
  • Understanding campaigns and how to use that as a Sales Rep (Desktop).
  • Generating calls to plan out your day & utilizing the mapping feature/directions (Mobile).
  • Creating advanced saved searches and pinning them (Mobile).

Session Overview

In the final session of the series, we will be looking at how we can create advanced searches on the mobile app. This session is specifically designed for those using sales-i on the road. 

During this Intermediate course, we will cover;  

●    Establishing how to create and save advanced searches on the mobile app. 
●    Accessing a search for a future repeated use and pin them in the mobile app.
●    Understanding how to use these saved searches effectively.

Can’t join us for the live learning session? Register anyway, and we’ll send you the recording afterward to watch in your own time.

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