Creating Campaigns using Advanced Searches.

Creating Campaigns using Advanced Searches (Power Users and Team Leaders)

Date: 17th April 2025

UK Time: 2pm

Duration: 30 minutes

Level: Intermediate

Getting Ready to Attack Q2.

Do you want to know how to utilise sales-i to get the most out of your system, ready to attack Quarter Two?

During April, we will be covering how to build our CRM effectively and the benefits this can have throughout the system for Sales Reps and Sales Managers moving forward.

Sessions in the series:

• Customising your CRM Record Card (Power Users)
• Creating Advanced Searches through our newly customised CRM
• Creating Campaigns using Advanced Searches.
• Utilising our Campaigns through Enquiries, Google Maps and My Calls.

Session overview

In the third session of the series, we will be focusing on building Campaigns using our Advanced Searches built in the previous session. Aimed at Power Users and Team Leaders, in just 30 minutes, we’ll show you how to:

• Access the Campaigns section of the system.
• Build Campaigns using Advanced Searches.
• Combing our Advanced Searches with other Filters to create effective Campaigns.