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Get more organized with MyCalls.

  • Date: Thursday, 5th 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 first session of the series, we’ll be focusing on the My Calls, the calendar section of sales-i. Aimed at beginners, and in just 30 minutes, we’ll show you how to:

  • Easily record all emails, calls and meetings
  • Schedule follow-up actions and diarize the next interaction
  • Easily add notes to emails, calls and appointments
  • Generate calendar events based on historical interactions

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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