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Power User tips and tricks

Check out our quick tips and tricks to make sales-i work harder for you.

This course is for you if… 

  • You are a Sales Manager with a Power User sales-i account 
  • You have a basic knowledge of sales-i (new to sales-i? Click here to access our ‘Essentials’ courses) 
  • You want to know some tricks to improve efficiency when using sales-i 

Each of the Tips and Tricks lessons are self-contained, leaving you to choose which order to complete them.  

Course Overview Banner PU

Course Overview 


Give Sales Users the Power to Convert a Prospect to Customer  (~2mins)

CRM Export (~5mins)

Adding and Tracking Targets (~5mins)

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