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KnowledgeHub
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
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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
See more