Ready to take control of your call activity and stay one step ahead of your day? Join us for an interactive Live Learning session where we’ll explore Interactions in Sales-i 25 and show you how to efficiently manage customer engagement.
In this session, you’ll learn how to schedule planned calls, log unplanned activity, generate call lists, and manage interaction statuses—all while understanding key differences from Sales-i Classic and discovering productivity tips to maximize your efficiency.
Whether you're planning ahead or logging activity on the fly, this session will help you streamline your workflow, stay organized, and ensure no customer interaction slips through the cracks.
What You’ll Gain:
- Confidence navigating the Interactions workspace in Sales-i 25
- A clear process for creating and scheduling planned calls
- Simple steps to log and complete unplanned activity in real time
- Faster, more efficient ways to generate and manage call lists
- Best practices for maintaining clean, consistent, and actionable customer activity
What We’ll Cover:
- Interactions overview and key functionality
- Creating, scheduling, and managing planned calls
- Logging and completing unplanned activity in real time
- Generating call lists, managing interaction statuses, and applying productivity tips
Why Attend?
If you want to save time, improve visibility into your customer interactions, and work more efficiently day-to-day, this session is for you.