Did you know that sales-i inquiries can help you dive deeper into your data?
When using inquiries in sales-i, start by picking one or two ‘bubble’ filters that best match what you want to find—like a customer, product, or date range. Run the inquiry, then click into rows or use the checkboxes to explore your results in more detail. You can sort, filter, and even export or share your findings right from the bottom of the screen! It’s a simple, flexible way to dig into your data and get quick answers without all the fuss!
Learn more about Inquiries and all they can do in the Inquiries page of the sales-i documentation!