Register for our free live learning session below 👇
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
