sales-i Answers & Best Practices - Recent Threads

Sales-i Monthly Live Learning Webinar Series Relaunch

Keegan Sullivan — Fri, 03 Apr 2026 19:43:55 GMT

Sales-i is most powerful when you know how to use it effectively in your day-to-day sales activity. From managing customer interactions to driving smarter decisions with data, having the right knowledge makes all the difference.

To help you get the most out of sales-i, we are relaunching our series of free, live virtual Monthly Live Learning webinars focused on practical skills you can apply immediately. Whether you are new to sales-i or looking to sharpen your expertise, these webinars are designed to make using the platform simpler, more efficient, and more impactful.

These webinars are open to all and free to attend, alternating monthly between sales-i Classic and sales-i 25. Spaces are limited, so be sure to register for the sessions you want to attend to avoid missing out.

Sales-i Monthly Live Learning Webinars

May 14, 2026 – [mention:d0f14fee0f9a4a98ade76f7a649e3c31:07eef79e70814fd2b5486cddd02e66b1:label=Live%20Learning%20Sales-I%20Classic%3A%20Planning%2C%20Managing%20%26amp%3B%20Tracking%20Calls]
June 18, 2026 – [mention:2198b41e5bad49848fb20f632216d726:07eef79e70814fd2b5486cddd02e66b1:label=Live%20Learning%20Sales-i%2025%3A%20Logging%20Activity%20%26amp%3B%20Managing%20Customer%20Engagement]
July 16, 2026 – [mention:1e763524250c4baab1a7e1d1e272d266:07eef79e70814fd2b5486cddd02e66b1:label=Live%20Learning%20Sales-i%20Classic%3A%20Managing%20Customer%20Data%20%26amp%3B%20Taking%20Action]
August 13, 2026 – [mention:65ab8f3fcdcb4e27a6c0584c0c482218:07eef79e70814fd2b5486cddd02e66b1:label=Live%20Learning%20Sales-i%2025%3A%20Understanding%20Customer%20Profiles%20%26amp%3B%20Key%20Insights]

These webinars are designed to be clear, practical, and immediately actionable. You will see real use cases, real workflows, and real solutions that you can apply in your own sales-i environment. Please keep an eye on the [mention:dc23cf4b889646d394d08ee095906761:6fc9d96ce9044ca98bee910640d4ecd3] calendar for future topics and dates.

If you are ready to get more value from sales-i and build confidence in using it every day, we invite you to save your spot and join us!

Introducing sales-i Success Labs

Mike Worthington — Fri, 27 Feb 2026 16:25:07 GMT

sales-i Success Labs are a new series of interactive meetings being held weekly to upskill users and help everyone get even more value from the sales intelligence system.

The sessions are open to all, free to attend and will alternate weekly between sales-i Classic and sales-i 25. There will be limited spaces on each one, so be sure to register for the ones you want to attend to avoid missing out.

The Success Labs are designed to be interactive discussions around key features in the system. We will discuss best practices, tips and tricks, and participants are encouraged to get involved in the conversation and ask any questions they wish. Due to this interactive format, the sessions will not be recorded. If you wish to attend and not get involved, that is fine too.

The first two sessions will be an introduction to the series and an opportunity to give you a bit of background on sales-i, the history of the business, the goals we aim to achieve with the software and a look at the future plans too. Subsequent meetings will concentrate on different key aspects of the software.

The first four sessions are detailed below, please keep an eye on the [mention:dc23cf4b889646d394d08ee095906761:6fc9d96ce9044ca98bee910640d4ecd3] calendar for future meeting topics and dates.

If you have any suggestions of topics you would like us to cover in future meetings, or any other questions, please let us know in the comments on this discussion.

We look forward to seeing you on the sessions.

Research participants needed: How do you use sales-i?

Galina Sadovskaya — Mon, 20 Oct 2025 08:40:28 GMT

Hi everyone,

My name is Galina and I’m a Product Manager here at SugarCRM. I'm conducting research on how our customers use sales-i, and I'd love to hear from our community!

My team and I are looking for volunteers who would be willing to share insights about how your organisation utilises sales-i capabilities. This could include:

How you interact with sales-i in your day-to-day job
How sales-i helps to drive sales in your organisation
Your favourite feature in sales-i
Any challenges or successes you've experienced with sales-i

To learn more, I’d like to set up a 30-45 minute Zoom conversation with you. This is purely for research purposes – no sales pitch, just genuinely wanting to learn from your real-world experience, which will help shape how we go about developing our solution and could influence future product development.

If you are interested, please reply to this thread or send me an email galina.sadovskaya@sugarcrm.com and I'll follow up with more details and scheduling options. Or you can book a meeting using this link straight away.

Thanks so much for considering – I really value this community's expertise and would love to learn from you!

Galina

inquiry filter not saving in campaigns

Jason Denkers — Fri, 17 Oct 2025 18:42:33 GMT

I am not able to create a campaign. I can start a campaign, but when I goto save an Inquiry Filter, it looks like it's saving, but it never populates in the Saved Filters section of the Campaign Filters. I have confirmed that the account # is in the filter, it still won't save. I am at a loss and feel like I am not able to use the whole program with this important feature not working.

Is there a fix or workaround for this?

Level Up with our sales-i Live Learning Webinars!

Brie Rowe — Thu, 04 Sep 2025 23:36:43 GMT

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 get the most out of the system.

You’ll learn how to:

Plan and manage your calendars with ease
Build bespoke reports tailored to your needs
Customize personal dashboards that work for you

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.

[emoticon:97e6a2de815c416a844278b15ca80e77] Save your spot today and join us for the next Live Learning session!

Sessions in the series:

[emoticon:938879241df9449b88d5bd48b3c450dd] September 18 — Interactions
Discover how to add and track interactions (past, present, and future) to keep everything in one place.

[emoticon:938879241df9449b88d5bd48b3c450dd] September 25 — Record Cards
Get the most out of your Record Cards and learn how they can give you quick, powerful insights.

[emoticon:938879241df9449b88d5bd48b3c450dd] October 2 — Enquiries
Build custom reports that prepare you for even the toughest sales conversations.

[emoticon:938879241df9449b88d5bd48b3c450dd] October 9 — Alerts
Create your own sales rules and alerts to spot opportunities before they pass you by.

[emoticon:938879241df9449b88d5bd48b3c450dd] October 16 — Home Page & Dashboards
Personalize your sales-i experience with customized dashboards that keep what matters most front and center.

No matter your experience level, these sessions are designed to leave you feeling more confident, more efficient, and more in control of your sales-i experience.

Choose the topics that matter most to you
Join live or catch up on the recordings at your convenience
Ask questions and learn directly from our expert trainers

We look forward to seeing you there and helping you make the most of everything sales-i has to offer!

Microsoft Teams in Sales-i

Douglas saunders — Thu, 19 Jun 2025 14:26:13 GMT

Has anyone used Teams in sales-i ?

RE: Microsoft Teams in Sales-i

Liam Jewison — Thu, 26 Jun 2025 14:11:50 GMT

Hi Douglas,

There is no direct compatibility between Microsoft Teams and sales-i from an integrations perspective. You can of course, share sales-i when presenting on Microsoft Teams.

Many Thanks,

RE: Microsoft Teams in Sales-i

Douglas saunders — Thu, 26 Jun 2025 12:05:19 GMT

Hi. Teams and sales i together. I have seen a lot of apps for other CRM systems but not for sales-i

RE: Microsoft Teams in Sales-i

Liam Jewison — Thu, 19 Jun 2025 15:38:27 GMT

Hi Douglas,

What capacity are you referring to here - are you talking about virtual meetings or using teams and sales-i together?

Many Thanks,

RE: how to convert a prospect to a client

David Jewison — Fri, 02 May 2025 15:10:41 GMT

Good afternoon Kevin Rankin, The user in question may not have had the option to convert a Prospect due to them not being a Power User, or indeed a Team Leader. If this is something the user needs to be able to do, we may need to turn the function on at this end and then switch it on in sales-i. Has this since been resolved?

how to convert a prospect to a client

Kevin Rankin — Mon, 16 Dec 2024 16:29:14 GMT

When you create a prospect and the prospect later becomes a customer, is there a way to merge the info from the prospect to the customer, such as contacts.

Thanks, Kevin

how to edit account details

Nathan Scott — Wed, 09 Apr 2025 01:56:25 GMT

hi. how do you edit an existing customers detail? I want to add in their email address in this example.

RE: how to edit account details

Liam Jewison — Wed, 09 Apr 2025 07:56:44 GMT

Hi Nathan,

If this customer has pulled over from your ERP, you will be unable to edit in sales-i and it will need to be edited within your ERP. If it is against a specific contact the same rule applies, unless you have added the contact into sales-i in which case there will be an option to edit it,

Many Thanks,

RE: Campaigns Call List

Chris Raffle — Mon, 24 Feb 2025 00:47:41 GMT

Hi Jeff,

By 'upsert call list', I'm assuming you're referring to the Call List module found in our Upsert Call Center product line. If that is an incorrect assumption, then you can disregard my reply.

I am not aware of any direct way to have Sales-i campaigns pushed into Sugar. In my experience, the only data that can be directly synced from Sales-i is in the Accounts and Contacts modules. You may be able to manually export campaign data from Sales-i, and if so, you could potentially find a way to take that data and update the relevant campaign targets in Sugar in order to add them to a call list. If so, then you have 3 options to populate Upsert Call Lists:

Manual selection - This option is best if the number of records is small and easily isolated via list view filters (e.g. select all top tier accounts)
Sugar Report - This option is best if you either have a large number of records or the criteria for isolating the relevant records is more complex (e.g. return all contacts that belong to an account that hasn't been contacted in last 90 days)
SugarBPM - This option is best if you have an ongoing set of business criteria where you want records to be added to a call list (e.g. add a contact when they submit a negative customer survey score). The Upsert Call Center product line includes a custom BPM action for adding the target record to a call list.

Let me know if any of the above options need further explanation.

Thanks!

Chris

Campaigns Call List

Jeff O'Connor — Sun, 23 Feb 2025 11:49:16 GMT

Can a previously run campaign from within Sales-i be uploaded into an upsert call list within SugarCRM

RE: how to convert a prospect to a client

Kevin Rankin — Mon, 06 Jan 2025 20:40:31 GMT

I logged in with my Admin account and was able to do. Not sure what restriction would not allow him to do it. Ill look into it.

Thanks, Kevin

RE: how to convert a prospect to a client

Kevin Rankin — Mon, 06 Jan 2025 19:34:24 GMT

I'm at 100%. zoomed in and out and couldn't see it.

RE: how to convert a prospect to a client

David Naylor — Mon, 06 Jan 2025 16:50:14 GMT

Hi Kevin,

Looks like you are in the right place!

It also shouldn't matter that you are using the "View As" function to login as someone else.

Could I ask if you could try zooming out a bit further on your browser? What % are you currently viewing it on?

Thanks!

RE: how to convert a prospect to a client

Kevin Rankin — Mon, 06 Jan 2025 16:37:52 GMT

Hi David,

Sorry for the late reply.

I've attached screenshots in the order that I tried to do this.

I first searched for customer lumenpulse. It returns the prospect and a created customer.

I clicked on the Prospect.

I clicked on edit prospect, and got this.

I think I might not going to the right screen to begin with. Not sure if this makes a diference or not but I am logging in as viewing as someone else.

Thanks,Kevin

Add "start date" field to CRM for Positions with Rarionale

Alita Page — Thu, 02 Jan 2025 15:16:23 GMT

I work with Schools and 501c3 organizations. I think this would be a great idea and here is why:

This email proposes adding a "Start Date" field to the CRM for each position within our organization.

Rationale:

Improved Data Accuracy and Record Keeping:
- Track historical personnel changes for trend analysis, turnover rate analysis, and informed staffing decisions.
- Correlate employee performance with tenure for targeted training and development.
- Facilitate succession planning by understanding employee tenure.
Enhanced Communication and Collaboration:
- Streamline onboarding by ensuring all relevant departments are aware of new employee start dates.
- Improve project planning by accurately allocating resources based on staff availability.
- Enable generation of reports on employee turnover, hiring trends, and other key metrics.
Increased Data Integrity:
- Minimize data entry errors related to employee start dates.
- Ensure consistent and accurate data across all systems.
Legal and Compliance:
- Meet legal requirements for accurate employee employment date records.

Implementation Considerations:

Mandatory Data Entry: Ensure the "Start Date" field is mandatory for all positions.
Data Validation: Implement data validation rules to ensure accurate and logical date entries.
System Integration: Integrate the "Start Date" field with other relevant systems (payroll, HR, project management).

I believe this enhancement will significantly improve the accuracy and efficiency of our HR processes, provide valuable insights into our workforce, and support better decision-making within our organization.

I would appreciate your feedback and consideration of this proposal.

RE: how to convert a prospect to a client

David Naylor — Tue, 24 Dec 2024 09:14:24 GMT

first port of call would be to have the customer zoom out of his webpage - The page size for this is not dynamic, so I have attached 2 screenshots here to show how the view can differ;

RE: how to convert a prospect to a client

Kevin Rankin — Mon, 16 Dec 2024 16:53:06 GMT

found it in the book but I cant see the customer account search bar to do the conversion as shown in the manual.

Thanks,Kevin

RE: how to convert a prospect to a client

Kevin Rankin — Mon, 16 Dec 2024 16:39:24 GMT

I just found it in the book.

Thanks,Kevin

Announcement - User documentation/KnowledgeHub

Alex Nassi — Wed, 20 Nov 2024 18:16:25 GMT

Hello everyone,

I wanted to share an exciting and helpful update: The sales-i KnowledgeHub content is now available on the SugarCRM Support site!

You can now find all of this useful documentation at https://support.sugarcrm.com/documentation/sales-i/. We will soon be redirecting traffic from https://support.sales-i.com/ to the SugarCRM Support Site, but please update any bookmarks you have in the meantime to make sure you don't miss anything.

You can also access the documentation via this group in SugarClub, either on the group home page or on the group header:

Please take a look around and enjoy this updated experience!

Replacing existing user with another one

Kevin Rankin — Wed, 13 Nov 2024 14:56:32 GMT

Hi,

I would like to replace an existing user in sales-i with a new sales rep. In the past I had to place a call with sales-i for them to do it.

Is it still the case and if so, how do you open a case now?

Thanks, Kevin