This SugarU Live Webinar will be held on:
January 22
2:00 pm GMT (10:00 am EST)
In this second Live Learning session we will be looking at the basics of using sales-i's customer record cards, showing how to access customer accounts, use different search features to find your important customers, access quick sales data, add prospects and opportunities and much more.
Learning Points:
- Looking at the different ways you can find your customer accounts.
- Looking at all of the available features within a customer record card.
- View snapshot sales data and helpful sales insights.
- Adding Prospects and Opportunities.
This Session is for anyone new to the sales-i system, or in need of a refresher; whether you are an every day sales user, or an administrator looking to gain more knowledge about how the sales team use the system day to day.
Can't make it live? Register anyway! We'll send the recording to all registrants.
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