How to pin a Saved Enquiry

Pins is a feature which allows you to pin some of your favorite areas of the system to your home screen, making it easier to find what you want each time you log-in. This guide explains how to pin a Saved Enquiry.

Apple

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Step 1: Tap Enquiries

From the sales-i home screen, tap Enquiries.

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Step 2: Tap Saved Enquiries

Next, tap Saved Enquiries.

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Step 3: Hold down on a Saved Enquiry

Scroll to the saved enquiry you would like and press and hold on the screen until a message appears.

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Step 4: Tap Pin

The message will ask you 'Would you like to Pin this enquiry?'

Tap Pin.

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Step 5: Tap Pins

Your saved Enquiry has now been pinned to the home screen.

To access a list of your pins: Navigate to the sales-i home screen and tap Pins.

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Step 6: Your Pins

You will now see a list of all of your pins, tap on your chosen pin to access it.

Don't forget you can also pin Accounts, Contacts, Opportunities, Campaigns, Targets and Saved Searches on your Apple device.

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Discover how to Pin various areas of the system:

Need additional help?

Drop us an email regarding your query to support@sales-i.com and we’ll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.