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      Back to home
      1. KnowledgeHub
      2. Accounts
      • sales-i Training Academy
        • sales-i on Apple
        • sales-i on Android
        • sales-i on Desktop
        • Working remotely with sales-i
        • Core Sales Manager Techniques
        • Sales User Tips and Tricks
        • Power User tips and tricks
      • Getting Started with sales-i
        • How to Guides
      • Troubleshooting
      • New Enquiries
        • How to Guides
        • Webinars
      • Home Page
      • Campaigns
        • How to Guides
        • Webinars
      • Accounts
        • Account Search
        • Account Card/CRM/Dashboard
        • Webinars
      • MyCalls
        • How to Guides
        • Webinars
      • Control Panel
        • How to Guides
        • Webinars
      • Autopilot
        • How to Guides
        • Webinars
      • Paid Add Ons
        • Email Integration
        • Document Storage
        • Sales Activity
        • purchase-i
      • Webinars
        • Upcoming Webinars
        • Previous Webinars
        • Social distancing webinars
        • Jack Milner webinars
      • Product Overview
      • Contact us

      Accounts

      Account Search

      • How to create and save an account search
      • How to search for all of your accounts in a certain area
      • How to search for Accounts or Contacts
      • How to use Advanced Search
      • How to add a prospect
      • How to save a search on your mobile device
      • How to use asterisks to find exactly what you want in an Account Search
      See more

      Account Card/CRM/Dashboard

      • How to create a customer Snapshot report
      • How to add a note / log a call
      • How to use Spend Mix Analysis
      • How to opt a contact in or out of marketing communications
      • How to add a contact
      • How to import contacts into your sales-i app
      • How to view a parent account with all sub accounts in one go
      • What does 'Rollup' mean?
      • How to customize your Snapshot reports
      • How to convert a Prospect into a Customer
      See more

      Webinars

      • Advanced Account Search: Live Learning Session.
      • Webinar: Account Search
      • Webinar: Adding and tracking prospects
      • Webinar: Creating Snapshot Reports
      • Webinar: CRM Reporting
      • Webinar: Customizing the Record Card
      • Webinar: How to customize a Snapshot report
      • Webinar: How to use Opportunities
      • Webinar: sales-i CRM on iOS
      • Webinar: Using the Spend Mix Analysis
      See more
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