Webinar Recordings

Creating Advanced Searches through our newly customised CRM

Customising your CRM Record Cards

Campaigns for the New Years Sales Drive

My Calls Best Practice

CRM and Accounts Overview - sales-i Desktop

Using the mobile app to organize your days, prepare for meetings, and create custom sales reports.

Understanding how we can build basic customer spends to understand our customers buying habits

Understanding how to use our record cards effectively pre and post meeting.

Organizing days with MyCalls - Mobile

Finding Opportunities for Team Leaders and Power Users

The Variance Enquiry on a Mobile Device

The Variance and Sales vs Gaps Enquiry on a Mobile Device

The Sales vs Gaps Enquiry on a Mobile Device

The Full Picture Enquiry on a Mobile Device

Sales v Gaps on Desktop

Overview of Enquiries

Overview of Campaigns

Overview and Functionalities of sales-i

Overview and Functionalities of sales-i on a Mobile Device

Making the Most of Saved Searches