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Core Sales Manager Techniques
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Email Integration
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purchase-i
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Upcoming Webinars
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Social distancing webinars
Jack Milner webinars
Product Overview
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Back to home
KnowledgeHub
Control Panel
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
Control Panel
How to Guides
How to create your own CRM bubbles and analysis fields
How to customize the CRM / Record Card
How to filter opportunities
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 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
