This session takes a look at how you can report on notes and opportunities 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 a weekly call report or review all open opportunities - all easily viewed and exported.
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Register for our regular sales-i webinars to discover how to get the most out of your sales software and maximize the features to their fullest potential.
To learn more about our upcoming webinars click here.