https://sugarclub.sugarai.com/explore/help-forums/sales-i/c/e/6338<h1><strong>Alerts — Stay Ahead with Smarter Sales Rules</strong></h1> <p>Date: Thursday, 9th October 2025</p> <p>UK Time: 3pm</p> <p>US Time: 9am CST</p> <p>Duration: 1 hour</p> <p>Level: Advanced</p> <h2><strong>Series Overview:<u> </u></strong></h2> <p><strong><u>Level Up with sales-i Live Learning. </u></strong></p> <p><strong>We’re excited to invite you to our brand-new Live Learning series for sales-i!</strong></p> <p>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.</p> <p>You’ll learn how to:</p> <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> <p>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.</p> <p><span class="emoticon ui-tip" data-unicode="👉" title="Point right"><img src="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f449.svg" style="max-height: 32px;max-width: 32px;" alt="Point right" /></span> Save your spot today and join us for the next Live Learning session!</p> <p><u>Sessions in the series:</u></p> <p><span class="emoticon ui-tip" data-unicode="📅" title="Date"><img src="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f4c5.svg" style="max-height: 32px;max-width: 32px;" alt="Date" /></span> <strong>September 18 — Interactions</strong><br /> Discover how to add and track interactions (past, present, and future) to keep everything in one place.</p> <p><span class="emoticon ui-tip" data-unicode="📅" title="Date"><img src="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f4c5.svg" style="max-height: 32px;max-width: 32px;" alt="Date" /></span> <strong>September 25 — Record Cards</strong><br /> Get the most out of your Record Cards and learn how they can give you quick, powerful insights.</p> <p><span class="emoticon ui-tip" data-unicode="📅" title="Date"><img src="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f4c5.svg" style="max-height: 32px;max-width: 32px;" alt="Date" /></span> <strong>October 2 — Enquiries</strong><br /> Build custom reports that prepare you for even the toughest sales conversations.</p> <p><span class="emoticon ui-tip" data-unicode="📅" title="Date"><img src="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f4c5.svg" style="max-height: 32px;max-width: 32px;" alt="Date" /></span> <strong>October 9 — Alerts</strong><br /> Create your own sales rules and alerts to spot opportunities before they pass you by.</p> <p><span class="emoticon ui-tip" data-unicode="📅" title="Date"><img src="https://sugarclub.sugarai.com/cfs-file/__key/system/emoji/1f4c5.svg" style="max-height: 32px;max-width: 32px;" alt="Date" /></span> <strong>October 16 — Home Page & Dashboards</strong><br /> Personalize your sales-i experience with customized dashboards that keep what matters most front and center.</p> <h3>Session overview</h3> <p><strong>Session 4: Alerts — Stay Ahead with Smarter Sales Rules</strong></p> <p>In the penultimate session of the series, we’ll show you how to put <strong>Alerts</strong> to work for you and your team. By setting up custom sales rules, you can spot opportunities (and challenges) early — and act fast.</p> <p>Here’s what we’ll cover:</p> <ul> <li>Using Alerts to surface key sales data and create quick wins for your team</li> <li>Navigating Alerts to deliver actionable insights with confidence and ease</li> <li>Managing and optimizing Alerts so they consistently provide value and help drive success</li> </ul> <p>By the end of this session, you’ll be ready to keep your team ahead of the curve with insights that matter most.</p> <p>*All sessions will be recorded and uploaded to Sugar Club.</p>en-USTelligent Community 12