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
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
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
Course complete!
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Introduction | Home Page | Accounts | MyCalls | Campaigns | Enquiries | Quiz
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