This course is designed for new and existing users, that may require a refresher on the system. We will review the Enquiries section on the desktop, and touch on the most important functions within the Enquiries section, including:
- Understanding how sales-i pulls data from your ERP
- Easily breaking down your sales data to establish opportunities
- Identifying which Enquiries are run in specific situations
- Understanding the different Enquiry types we can run
