We highlight the key points of the MyCalls and Accounts section that would hopefully have you saying "I didn’t know you could do that!”.
We cover:
- Dashboard → CRM integration and functionalities.
- Organizing data on the dashboard and CRM to maximize workflows and speed up your sales process.
- How to use the search functions and tags to find customers more quickly and efficiently.
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.