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      Back to home
      1. KnowledgeHub
      2. 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 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
      • 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
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