With practical advice, top tips and handy guided tours around some of the key features in sales-i, our exclusive webinars are now available to watch at your leisure.
This session will help you to understand how to easily add both pre-planned and impromptu calls into sales-i as well as how to archive a call once completed for fast, effective management of your schedule.
This session takes a look at the Inquiries in sales-i in detail. We cover three of the most powerful Inquiries, what they are used for and how to use the advanced filtering functions.
Discover how to use the Record Card to capture all the key information about your customer and learn how to target them more effectively in sales-i. Check past activity and what tripwires have been broken – all from a single screen.
RUNNING CALL REPORTS
Learn how to report on call activity within sales-i using various filters such as user, date ranges and the types of call made. This is a quick and easy way to prepare, view and export powerful weekly call reports.
MOVING AN APPOINTMENT