Enquiries — Build Custom Reports with Confidence

Enquiries — Build Custom Reports with Confidencehttps://sugarclub.sugarai.com/explore/help-forums/sales-i/c/e/6337<h1>Enquiries — Build Custom Reports with Confidence</h1> Date: Thursday, 2nd October 2025 UK Time: 3pm US Time: 9am CST Duration: 1 hour Level: Intermediate <h2>Series Overview:</h2> Level Up with sales-i Live Learning. We’re excited to invite you to our brand-new Live Learning series for sales-i! Throughout this series, our expert trainers will walk you through different parts of sales-i to help you and your team get the very best out of the system. You’ll learn how to: <ul> <li>Plan and manage your calendars with ease</li> <li>Build bespoke reports tailored to your needs</li> <li>Customize personal dashboards that work for you</li> </ul> And the best part? These sessions are completely free. It’s your chance to pick up practical tips, ask questions in real time, and make sales-i work even harder for your business. <img src="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f449.svg" style="max-height: 32px;max-width: 32px;" alt="Point right" /> Save your spot today and join us for the next Live Learning session! Sessions in the series: <img src="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f4c5.svg" style="max-height: 32px;max-width: 32px;" alt="Date" /> September 18 — Interactions Discover how to add and track interactions (past, present, and future) to keep everything in one place. <img src="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f4c5.svg" style="max-height: 32px;max-width: 32px;" alt="Date" /> September 25 — Record Cards Get the most out of your Record Cards and learn how they can give you quick, powerful insights. <img src="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f4c5.svg" style="max-height: 32px;max-width: 32px;" alt="Date" /> October 2 — Enquiries Build custom reports that prepare you for even the toughest sales conversations. <img src="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f4c5.svg" style="max-height: 32px;max-width: 32px;" alt="Date" /> October 9 — Alerts Create your own sales rules and alerts to spot opportunities before they pass you by. <img src="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f4c5.svg" style="max-height: 32px;max-width: 32px;" alt="Date" /> October 16 — Home Page & Dashboards Personalize your sales-i experience with customized dashboards that keep what matters most front and center. Session 3: Enquiries — Build Custom Reports with Confidence In the third session of the series, we’ll focus on how to use Enquiries to create insightful, tailored reports that support smarter sales conversations. <h2>Here’s what we’ll cover:</h2> <ul> <li>Accessing each Enquiry and understanding where the data comes from</li> <li>Utilizing different Enquiries to build high-level sales reports</li> <li>Making the most of all available features within Enquiries to unlock deeper insights</li> </ul> *All sessions will be recorded and uploaded to Sugar Club. en-USTelligent Community 12