This SugarU Live Webinar will be held on:
February 12
2:00 pm GMT (10:00 am EST)
In the final Live Learning session of this series, we will come full circle to concentrate on the home screen, and how the previous sessions connect to some of the features the home screen has to offer. This will include how to create custom dashboard folders, save important sales reports to these folders, access AI generated opportunities and save sales insights.
I will then guide the Administrators amongst you on how to use some of the more important settings in sales-i to customise the front end of the system and make it more relevant to your sales team and business.
Learning Points:
- Finding out everything the home screen has to offer.
- Creating customer folders for your dashboards.
- Saving Reports and Insights to the home screen for easy to access sales data for the future.
- Administrator training in settings to customise the front end of the system for your sales team and the business.
This Session is for anyone new to the sales-i system, or in need of a refresher. The last 20 minutes will be directed to administrators looking to customise the front end of the system to suit the business and the sales teams uses.
Can't make it live? Register anyway! We'll send the recording to all registrants.
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