Sales 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 have a basic knowledge of sales-i (new to sales-i? Click here to access our ‘Essentials’ courses) 
  • You are a Sales Rep who will be using sales-i to enhance their daily sales routine 
  • 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 SU DesktopCourse Overview - Desktop 

Logging and Tracking Non-Selling Time (~5mins) 

Using Customer View to Hide Sensitive Data (~3mins) 

Your Most Profitable Product (~3mins)

Enquiries Top 10 Customers Trick (~3mins) 

How to View Targets (~3mins) 

Course Overview Banner SU Apple

Course Overview - Apple 

Logging and Tracking Non-Selling Time (~4mins) 

Using Customer Mode to Hide Sensitive Data (~3mins)

Your Most Profitable Product (~3mins) 

Enquiries Top 10 Customers Trick (~3mins)

How to View Targets (~3mins) 

Course Overview Banner SU Android

Course Overview - Android 

Your Most Profitable Product (~3mins) 

Enquiries Top 10 Customers Trick (~3mins)

How to View Targets (~3mins) 

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