sales-i on Desktop

This course will teach best practice on how to use sales-i on desktop.

This course is for you if…

• You are brand new to sales-i and want to learn the ropes
• You are a Sales Rep who will be using sales-i to enhance their daily sales routine
• You are a Sales Manager who wants to understand how sales-i can help their team succeed

Course Overview

Jump to Course Section:

Intro | Home Page | Accounts | MyCalls | Campaigns | Enquiries | Quiz

Introduction

Welcome!

An introduction to the sales-i Training Academy

An introduction to sales-i 

Logging Into sales-i

Logging into sales-i and an overview

Knowledge Check

Home Page

Home Page on sales-i

Knowledge Check

Accounts

The Account Search on sales-i 

The CRM on sales-i

The Dashboard on sales-i

Knowledge Check 

MyCalls

An introduction to MyCalls on sales-i 

Using the Generate Calls function on sales-i

Adding a Planned Call Note on sales-i

Adding an Unplanned Call Note on sales-i

Knowledge Check 

Campaigns

Campaigns on sales-i

Knowledge Check

Enquiries

An introduction to Enquiries on sales-i

The Full Picture Enquiry 

The Variance Enquiry

The Sales vs Gaps Enquiry

How to Save an Enquiry 

Knowledge Check

Quiz

sales-i on Desktop

Course complete!

Next steps for your sales-i training 

>Return to sales-i Training Academy