This SugarU Live Webinar will be held on:
January 29
2:00 pm GMT (10:00 am EST)
In the third instalment of Live Learning sessions, we will be looking at Enquiries. Enquiries is where you can find Specific sales data, how customers and products are performing, or in some cases, not performing. This sessions will focus on all Enquiry types, how to drill into your sales data and utilise saved reports for future use.
Learning Points:
- Finding out what Enquiries is.
- Learning how to drill into basic and advanced sales data.
- Using the different Enquiry types like Sales vs Gaps and Variance to find out who has fallen in value or hasn't spent this month.
- How to save Enquiries and utilise these saved reports daily, weekly or montly.
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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