KnowledgeHub

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KnowledgeHub

Control Panel

Control Panel

How to Guides

How to filter opportunities

How to customize the CRM / Record Card

How to add or edit a call type

How to create a Snapshot report on a salesperson

How to filter reports using a sub category

Functions explained

How to produce a login report

How to disable or delete a user from sales-i

How to create a ticker

How to change the color of your call types

How to create your own CRM bubbles and analysis fields

How to reset another users password (POWER USER ONLY)

How to add a new user

How to change the language used in sales-i

How to view a Call Outcome Report and check the performance of your sales team

How to create Group Restrictions

How to do a CRM export

How to restrict a users data access

How to tag similar record cards for easy navigation

How to use the prospect importer

What is customer mode?

How to activate a user

What's the difference between Restrictions and User Restrictions?

How to change your sales-i password

See more

Webinars

Webinar: Creating new users in sales-i