Register for our free live learning session below 👇
Keep track of customers with Accounts.
- Date: Thursday, 12th January 2023
- UK Time: 10am and 2pm
- US Time: 12pm ET
- Duration: 30 minutes
- Level: Beginner
Get Ready for the New Year series:
Do you know how you’re going to hit your sales target for 2023? By using sales-i as your secret weapon against the competition, we’ll be making your life a lot easier.
In this series of 4, 30-minute training sessions, we’ll be giving you all the hints and tips that you need to get 2023 off to a great start!
Sessions in the series:
- Prioritizing your Customers and Accounts: Accounts Overview
- Establishing Opportunities: Enquiries Overview
- Identifying Opportunities: Campaigns Overview
- Get more organized with MyCalls: MyCalls Overview
Live learning session overview:
In the second session of the series, we’ll be focusing on Accounts, the section of sales-i that allows you to access all your Customers and Prospects. Aimed at beginners, and in just 30 minutes, we’ll show you how to:
- Easily categorize and identify your Customers and Prospects.
- Create advance searches that can be saved for quick access.
- Gain an understanding of the CRM within sales-i.
- Generate Opportunities to establish and monitor your pipeline.
