How to find a Saved Enquiry

Viewing a saved enquiry is a quick way to pull up sales for the customers or products that matter the most to you. This is especially helpful if it takes several steps to get to the sales you’d like to see.

Desktop

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Step 1: From the Home - Dashboard

If you are on the Home dashboard, you can access all of your Saved Enquiries from the Saved Enquiries dashpod at once.

Your Saved Enquiries are grouped in alphabetical order by enquiry type.

Double click on the desired enquiry from the list to load the results.

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Step 2: From the Enquiries screen

Alternatively, if you are already in the Enquiries module, click on the desired Enquiry from the grey bar at the top of the screen.

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Step 3: Click Saved Enquiries

Click on the Saved Enquiries button near the top of the screen.

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Step 4: Load Filter

You will now see all of the Saved Enquiries for the chosen enquiry type.

Click on the desired enquiry from the list of saved enquiries and then click on the Load Filter button.

The saved enquiry will be displayed.

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Apple

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Step 1: Tap Saved Enquiries

From the home screen (or from the Enquiries tab) tap Saved Enquiries.

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Step 2: Tap on an enquiry type

Tap on an enquiry type to expand that section and see your saved enquiries.

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Step 3: Tap on a saved Enquiry

Tap on a saved Enquiry to load the results.

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Android

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Step 1: Tap Saved Enquiries

From the home screen (or from the Enquiries tab) tap Saved Enquiries.

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Step 2: View Full Picture saved enquiry

You will now automatically see a list of your Full Picture saved enquiries.

Tap on a saved Enquiry to view it.

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Step 3: Viewing other Enquiries

Alternately, if you want to view a Variance+, Variance, Trends or Sales vs. Gaps saved enquiry instead of a Full Picture saved enquiry then tap the three dots icon in the top right of your screen.

Then select the type of Saved Enquiry you would like to see.

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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.