Campaigns Overview (Power Users and Team Leaders)

  • Date: May 15th, 2025
  • US Time: 2:00 PM (CST)
  • Duration: 30 minutes
  • Level: Advanced

Would you like to know how to use sales-i to get the most out of your system?

During our Monthly Live Learning for May 2025, we will cover how to build and utilize Campaigns to identify opportunities for your Sales Reps and Sales Managers.

Session overview

In this monthly live learning session, we will focus on the fundamentals of Campaigns. Aimed at Power Users and Team Leaders, in just 30 minutes, we’ll show you how to:
  • Access the Campaigns section of the system & what it is used for.
  • How to build different types of Campaigns
  • Utilize the data from the Campaigns as opportunities for your team to identify customers who are breaking the spending rules or alerts that Power Users or Team Leaders set up.
Register now to reserve your seat!