We review the Accounts section on the desktop, and touch on the most important functions within the Accounts section.
This course is designed for new and existing users, that may require a refresher on the system. Some of the topics we cover:
- Easily categorize and identify your top Prospects and Customers.
- Gaining a better understanding of the CRM functionality in sales-i.
- Creating advance searches that can be saved for quick access.
- Generating Opportunities to establish and monitor your pipeline.
Register for upcoming sales-i webinars
Register for our regular sales-i webinars to discover how to get the most out of your sales software and maximize the features to their fullest potential.
To learn more about our upcoming webinars, click here.