KnowledgeHub
Log into sales-i
Contact us
Sign in
sales-i Training Academy
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
Back to home
KnowledgeHub
sales-i Training Academy
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
sales-i Training Academy
sales-i Essentials
sales-i Insights: Tips and tricks
Welcome to the sales-i Training Academy
sales-i on Apple
sales-i on Apple
Welcome!
An Introduction to the sales-i Training Academy (0 hr 1 min)
An Introduction to sales-i (0 hr 2 min)
Logging into sales-i and an Overview (0 hr 4 min)
Home Page on sales-i (0 hr 2 min)
The Account Search on sales-i (0 hr 5 min)
The Account Card on sales-i (0 hr 5 min)
An introduction to MyCalls on sales-i (0 hr 2 min)
Using the Generate Calls function on sales-i (0 hr 4 min)
Adding a Planned Call Note on sales-i (0 hr 5 min)
Adding an Unplanned Call Note on sales-i (0 hr 3 min)
Campaigns on sales-i (0 hr 4 min)
An introduction to Enquiries on sales-i (0 hr 3 min)
The Full Picture Enquiry (o hr 6 min)
The Variance Enquiry (0 hr 5 min)
The Sales vs Gaps Enquiry (0 hr 5 min)
How to Save an Enquiry (0 hr 2 min)
Next steps for your sales-i training
See more
sales-i on Android
sales-i on Android
Welcome!
An Introduction to the sales-i Training Academy (0 hr 1 min)
An Introduction to sales-i (0 hr 2 min)
Logging into sales-i and an Overview (0 hr 4 min)
Home Page on sales-i (0 hr 2 min)
The Account Search on sales-i (0 hr 5 min)
The Account Card on sales-i (0 hr 7 min)
An Introduction to MyCalls on sales-i 0 hr 2 min)
Using the Generate Calls Function on sales-i (0 hr 4 min)
Adding a Planned Call Note on sales-i (0 hr 5 min)
Adding an Unplanned Call Note on sales-i (0 hr 3 min)
Campaigns on sales-i (0 hr 4 min)
An Introduction to Enquiries on sales-i (0 hr 3 min)
The Full Picture Enquiry (0 hr 6 min)
The Variance Enquiry (0 hr 4 min)
The Sales vs Gaps Enquiry (0 hr 6 min)
How to Save an Enquiry (0 hr 2 min)
Next steps for your sales-i Training
See more
sales-i on Desktop
sales-i on Desktop
Welcome!
An introduction to the sales-i Training Academy (0 hr 1 min)
An introduction to sales-i (0 hr 2 min)
Logging into sales-i and an Overview (0 hr 4 min)
Home Page on sales-i (0 hr 4 min)
The Account Search on sales-i (0 hr 5 min)
The CRM on sales-i (0 hr 4 min)
The Dashboard on sales-i (0 hr 5 min)
An Introduction to MyCalls on sales-i (0 hr 2 min)
Using the Generate Calls Function on sales-i (0 hr 4 min)
Adding a Planned Call Note on sales-i (0 hr 5 min)
Adding an Unplanned Call Note on sales-i (0 hr 3 min)
Campaigns on sales-i (0 hr 5 min)
An Introduction to Enquiries on sales-i (0 hr 5 min)
The Full Picture Enquiry (0 hr 4 min)
The Variance Enquiry (0 hr 5 min)
The Sales vs Gaps Enquiry ( 0 hr 5 min)
How to Save an Enquiry (0 hr 2 min)
Next steps for your sales-i training
See more
Working remotely with sales-i
Working Remotely with sales-i
Introduction to Working Remotely with sales-i (0 hr 1 min)
Structure Your Day (0 hr 4 min)
Housekeeping (0 hr 5 min)
What to do with Downtime (0 hr 3 min)
Conclusion to Working Remotely with sales-i (0 hr 1 min)
See more
Core Sales Manager Techniques
Core Sales Manager Techniques
Hints and tips to combat low CRM usage
Congratulations! Course Complete
Conclusion to Core Sales Manager Techniques
Save your Snapshot Configuration and copy it to your team
Re-order, edit, or remove the pages in your Snapshot
Add your company branding to your Snapshot
Update and save the date range for your Snapshot
Common reasons for underutilization of Campaigns
Hints and tips to get your Campaigns noticed
Viewing and interpreting a Campaign’s Processing Statistics
Call Outcome Report
Call Spend Summary
Login Summary Report
Introduction to Core Sales Manager Techniques
See more
Sales User Tips and Tricks
Your most profitable product - Apple
Sales User tips and tricks
Using Customer Mode to hide sensitive data - Apple
Your most profitable product - Desktop
Enquiries top 10 customers trick - Apple
How to view Targets - Apple
Logging and tracking non-selling time
Using Customer View to hide sensitive data - Desktop
Your most profitable product - Android
Enquiries top 10 customers trick - Android
How to view Targets - Desktop
Logging and tracking non-selling time - Apple
Enquiries top 10 customers trick - Desktop
How to view Targets - Android
See more
Power User tips and tricks
Power User tips and tricks
Give Sales Users the power to convert a prospect to a customer
CRM Export
Adding and tracking Targets