Webinar: CRM Reporting

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.

Can’t get on YouTube? Please click here to view on Wistia.



Register for upcoming sales-i webinars 

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.