This session is for users who want to manage customer accounts on the road.
The session goes into:
- MyCalls and the accounts functions of the mobile version of the software.
- Using the CRM, including researching accounts before a meeting and detailing opportunities that have been created.
- How to document meeting notes after any off-site interactions.
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.