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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.

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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