BEGIN:VCALENDAR VERSION:2.0 METHOD:PUBLISH BEGIN:VEVENT ORGANIZER:MAILTO: DTSTART:20260716T140000Z DTEND:20260716T143000Z LOCATION:Virtual Event SUMMARY:Live Learning Sales-i Classic: Managing Customer Data & Taking Action DESCRIPTION;ENCODING=QUOTED-PRINTABLE:Ready to get more out of your CRM and turn your data into actionable insights? Join us for an interactive Live Learning session focused on the Sales-i Classic CRM & Dashboard experience. \n In this session, we’ll walk through the core areas of the CRM, including managing contacts, accessing documents, reviewing call history, and leveraging dashboards to stay on top of performance. You’ll gain practical knowledge to help you navigate your account records with confidence and make better, data-driven decisions. \n Whether you're updating customer information, tracking interactions, or analyzing KPIs, this session will help you streamline your workflow and unlock the full value of Sales-i Classic. \n What You’ll Gain: \n \n Confidence navigating CRM account records in Sales-i Classic \n Best practices for managing and updating contacts \n Simple ways to upload and access important documents \n Clear understanding of how to review complete call history \n Insights into dashboard \n Tips for customizing your workflow \n \n What We’ll Cover: \n \n CRM overview and navigation \n Managing contacts and maintaining accurate data \n Uploading, organizing, and accessing documents \n Viewing and understanding call history \n Dashboard functionality, widgets, and KPIs \n Customizing dashboards for better visibility and performance tracking \n \n Why Attend? \n If you want to improve how you manage customer data, gain better visibility into activity, and make smarter decisions using your dashboard, this session is for you. \n Save your seat today and start making your CRM work for you! X-ALT-DESC;FMTTYPE=text/html:

Ready to get more out of your CRM and turn your data into actionable insights? Join us for an interactive Live Learning session focused on the Sales-i Classic CRM & Dashboard experience.

In this session, we’ll walk through the core areas of the CRM, including managing contacts, accessing documents, reviewing call history, and leveraging dashboards to stay on top of performance. You’ll gain practical knowledge to help you navigate your account records with confidence and make better, data-driven decisions.

Whether you're updating customer information, tracking interactions, or analyzing KPIs, this session will help you streamline your workflow and unlock the full value of Sales-i Classic.

What You’ll Gain:

What We’ll Cover:

Why Attend?

If you want to improve how you manage customer data, gain better visibility into activity, and make smarter decisions using your dashboard, this session is for you.

Save your seat today and start making your CRM work for you!

CLASS:PUBLIC END:VEVENT END:VCALENDAR