sales-i 25 Unlocked: Transition Guide for Upgrading Customers

Overview

Welcome to your new sales-i experience!

This course is designed specifically for customers who have recently upgraded from sales-i Classic to sales-i 25. It provides a guided walkthrough of the modernized platform to help you get comfortable with what’s new, what’s changed, and how to confidently navigate your daily workflows.

Through a mix of short videos and helpful tips, you’ll explore key updates to the interface, enhanced features, and where to find your most-used tools. Whether you’re a seasoned user or just getting started, this course will ensure a smooth and confident transition into sales-i 25.

We'll cover the following topics:

• A tour of the new user interface
• Feature comparisons between Classic and 25
• Tips for adapting your daily tasks
• Resources and support for continued learning

Lessons

Price: FREE