Record Cards — Unlock the Power of Your Accounts
Date: Thursday, 25th September 2025
UK Time: 3pm
US Time: 9am CST
Duration: 1 hour
Level: Beginner
Series Overview:
Level Up with sales-i Live Learning.
We’re excited to invite you to our brand-new Live Learning series for sales-i!
Throughout this series, our expert trainers will walk you through different parts of sales-i to help you and your team get the very best out of the system.
You’ll learn how to:
- Plan and manage your calendars with ease
- Build bespoke reports tailored to your needs
- Customize personal dashboards that work for you
And the best part? These sessions are completely free. It’s your chance to pick up practical tips, ask questions in real time, and make sales-i work even harder for your business.
Save your spot today and join us for the next Live Learning session!
Sessions in the series:
September 18 — Interactions
Discover how to add and track interactions (past, present, and future) to keep everything in one place.
September 25 — Record Cards
Get the most out of your Record Cards and learn how they can give you quick, powerful insights.
October 2 — Enquiries
Build custom reports that prepare you for even the toughest sales conversations.
October 9 — Alerts
Create your own sales rules and alerts to spot opportunities before they pass you by.
October 16 — Home Page & Dashboards
Personalize your sales-i experience with customized dashboards that keep what matters most front and center.
Session 2: Record Cards — Unlock the Power of Your Accounts
In the second session of the series, we’ll dive into Record Cards and explore how to make the most of the information at your fingertips.
Here’s what we’ll cover:
- Accessing and navigating your Record Cards with ease
- Exploring key features such as Opportunities, Snapshots, and Posts
- Adding Prospects and merging them into Customers for a seamless workflow
By the end of this session, you’ll be confident in using Record Cards to get a complete picture of your accounts and uncover new opportunities.
*All sessions will be recorded and uploaded to Sugar Club.