sales-i on Apple

This course will teach best practice on how to use sales-i on your Apple device.

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

 

An introduction to the sales-i Training Academy

• Welcome!
• An introduction to the sales-i Training Academy
• An introduction to sales-i 

• The Account Search on sales-i 
• The Account Card 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 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 mobile

Course complete!

• Next steps for your sales-i training 

Jump to Course Section:

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

>Return to sales-i Training Academy