Getting Started with sales-i
- Quick start guide
- How to download sales-i to your mobile device
- Getting started with MyCalls
- Getting started with Campaigns
Troubleshooting
- Can't log in? Try this...
- Best practice when contacting sales-i support
- What to do when you have data discrepancies
- Why Do I have 'Z's In My Data?
- How to create a strong password
New Enquiries
This section contains support material for New Enquiries. New Enquiries will be rolled out to all customers throughout the year.
- Getting started with Enquiries
- How to save an Enquiry
- How to use dynamic sub-totaling
- How to amend your drill search
- How to use multi-drill
Home Page
- How to use Targets
- How to set Targets for your sales people
- How to enable customer mode on your mobile device
- Pins in sales-i explained
- How to pin a Saved Enquiry
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Campaigns
- Getting started with Campaigns
- How to add and remove users from a campaign
- How to see which customers have not bought anything from you
- How to see all of your prospects on a map
- How to see all of your customers on a map
Accounts
- How to create a customer Snapshot report
- How to create and save an account search
- How to add a contact
- How to use Advanced Search
- How to add a note / log a call
MyCalls
- Getting started with MyCalls
- How to generate calls
- The perfect MyCalls routine
- How to sync MyCalls to your Gmail account
- How to sync your MyCalls calendar with Outlook (PC only)
Control Panel
- How to produce a login report
- How to disable or delete a user from sales-i
- How to reset another users password (POWER USER ONLY)
- How to create a Snapshot report on a salesperson
- How to add a new user
Autopilot
- Getting started with Autopilot
- How to turn on Autopilot for your sales users
- How to use the Map feature
Paid Add Ons
- How to upload documents to sales-i
- How to prepare Email Integration for sales-i set up
- How to sync your Microsoft exchange contacts, emails and calendar with sales-i
- How to create an activity Target
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