KnowledgeHub

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KnowledgeHub

Control Panel

Control Panel

How to Guides

How to create your own CRM bubbles and analysis fields

How to create a Snapshot report on a salesperson

How to customize the CRM / Record Card

How to filter opportunities

How to add or edit a call type

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 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

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

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Webinars

Webinar: Creating new users in sales-i