Customising your CRM Record Cards (Power Users only)

Date: 9^th January 2025

UK Time: 2pm

Duration: 30 minutes

Level: Intermediate

Getting Ready to Attack 2025.

Do you want to know how to utilise sales-i to get the most out of your system, ready to attack 2025?

During January, we will be covering how to build our CRM effectively and the benefits this can have throughout the system for Sales Reps and Sales Managers moving forward.

Sessions in the series:

• Customising your CRM Record Card (Power Users)
• Creating Advanced Searches through our newly customised CRM
• Creating Campaigns using Advanced Searches.
• Utilising our Campaigns through Enquiries, Google Maps and My Calls.

Session overview

In the first session of the series, we will be focusing on the CRM Set Up within sales-i. Aimed at Power Users, in just 30 minutes, we’ll show you how to:

• Access the CRM Set up within your Control Panel.
• Edit Call Notes, Opportunities and Mandatory Fields
• How to Add New sections to your CRM