Alerts — Stay Ahead with Smarter Sales Rules

Date: Thursday, 9th October 2025

UK Time: 3pm

US Time: 9am CST

Duration: 1 hour

Level: Advanced

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.

Point right Save your spot today and join us for the next Live Learning session!

Sessions in the series:

Date September 18 — Interactions
Discover how to add and track interactions (past, present, and future) to keep everything in one place.

Date September 25 — Record Cards
Get the most out of your Record Cards and learn how they can give you quick, powerful insights.

Date October 2 — Enquiries
Build custom reports that prepare you for even the toughest sales conversations.

Date October 9 — Alerts
Create your own sales rules and alerts to spot opportunities before they pass you by.

Date October 16 — Home Page & Dashboards
Personalize your sales-i experience with customized dashboards that keep what matters most front and center.

Session overview

Session 4: Alerts — Stay Ahead with Smarter Sales Rules

In the penultimate session of the series, we’ll show you how to put Alerts to work for you and your team. By setting up custom sales rules, you can spot opportunities (and challenges) early — and act fast.

Here’s what we’ll cover:

  • Using Alerts to surface key sales data and create quick wins for your team
  • Navigating Alerts to deliver actionable insights with confidence and ease
  • Managing and optimizing Alerts so they consistently provide value and help drive success

By the end of this session, you’ll be ready to keep your team ahead of the curve with insights that matter most.

*All sessions will be recorded and uploaded to Sugar Club.