Organise yourself for 2025 with CRM and Campaigns.
Date: 12th December 2024
UK Time: 2pm
US Time: 2pm Central Time
Duration: 30 minutes
Level: Beginners
Setting up for 2025;
Do you want to get a head start on 2025? By using sales-i, you can get your diary in order, and set up some Campaigns – Ready for the New Year!
In this series of 3, 30-minute training sessions, we’ll be giving you all the hints and tips that you need to get 2025 off to a great start!
Sessions in the series:
- CRM and Accounts Overview
- My Calls Best Practice
- Campaigns for the New Years Sales Drive
Session overview
In the second session of the series, we will be focusing on managing your diary within My Calls. Aimed at beginners, and in just 30 minutes, we’ll show you how to:
- Add Calls via My Calls.
- Book, and Action Follow ups.
- Generate Calls Ready for the New Year.
Can’t join us for the live learning session? Keep an eye out for the recording which will be Uploaded on Sugar Club!