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KnowledgeHub

Accounts

Accounts

Account Search

How to search for Accounts (Desktop)

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

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Account Card/CRM/Dashboard

Snapshot Chart Styles

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

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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

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