https://sugarclub.sugarai.com/explore/help-forums/sales-i/en-USTelligent Community 12https://sugarcrm.zoom.us/webinar/register/WN_LFzegSNxRQ-m6S0hP102tAThu, 13 Aug 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:65ab8f3f-cdcb-4e27-a6c0-584c0c482218Keegan SullivanReady to enhance how you manage customer information and interactions in Sales-i 25? Join us for an interactive Live Learning session where we’ll explore the CRM experience and show you how to efficiently navigate and manage account data. In this session, we’ll walk through the core areas of the CRM, including account record cards, contacts and details, document management, and interaction history. You’ll also discover tools designed to improve visibility and speed up your daily workflow. Whether you're reviewing customer details, updating contact information, or tracking engagement history, this session will help you work smarter and stay organized in Sales-i 25. What You’ll Gain: Confidence navigating account record cards in Sales-i 25 Best practices for managing and updating contact information Simple ways to upload and organize documents Clear understanding of the full interaction history timeline Awareness of key differences from the Classic CRM experience Tips for using data visibility and quick-action tools to improve efficiency What We’ll Cover: CRM overview and navigation in Sales-i 25 Contacts & details: managing and maintaining accurate information Uploading, organizing, and accessing documents Viewing and understanding interaction history Using quick-action tools and improving data visibility Why Attend? If you want to better understand the updated CRM experience, improve how you manage customer data, and take advantage of new tools in Sales-i 25. This session is for you. Save your seat today and start working more efficiently with your CRM!live learningsales-ihttps://sugarcrm.zoom.us/webinar/register/WN_bQNOQRshQu6iiv2viFqqqgThu, 16 Jul 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:1e763524-250c-4baa-b1a7-e1d1e272d266Keegan SullivanReady to get more out of your CRM and turn your data into actionable insights? Join us for an interactive Live Learning session focused on the Sales-i Classic CRM & Dashboard experience. In this session, we’ll walk through the core areas of the CRM, including managing contacts, accessing documents, reviewing call history, and leveraging dashboards to stay on top of performance. You’ll gain practical knowledge to help you navigate your account records with confidence and make better, data-driven decisions. Whether you're updating customer information, tracking interactions, or analyzing KPIs, this session will help you streamline your workflow and unlock the full value of Sales-i Classic. What You’ll Gain: Confidence navigating CRM account records in Sales-i Classic Best practices for managing and updating contacts Simple ways to upload and access important documents Clear understanding of how to review complete call history Insights into dashboard Tips for customizing your workflow What We’ll Cover: CRM overview and navigation Managing contacts and maintaining accurate data Uploading, organizing, and accessing documents Viewing and understanding call history Dashboard functionality, widgets, and KPIs Customizing dashboards for better visibility and performance tracking Why Attend? If you want to improve how you manage customer data, gain better visibility into activity, and make smarter decisions using your dashboard, this session is for you. Save your seat today and start making your CRM work for you!live learningsales-i classichttps://sugarcrm.zoom.us/webinar/register/WN_31qIP16iQvCp4FSgEQ-W_wThu, 18 Jun 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:2198b41e-5bad-4984-8fb2-0f632216d726Keegan SullivanReady to take control of your call activity and stay one step ahead of your day? Join us for an interactive Live Learning session where we’ll explore Interactions in Sales-i 25 and show you how to efficiently manage customer engagement. In this session, you’ll learn how to schedule planned calls, log unplanned activity, generate call lists, and manage interaction statuses—all while understanding key differences from Sales-i Classic and discovering productivity tips to maximize your efficiency. Whether you're planning ahead or logging activity on the fly, this session will help you streamline your workflow, stay organized, and ensure no customer interaction slips through the cracks. What You’ll Gain: Confidence navigating the Interactions workspace in Sales-i 25 A clear process for creating and scheduling planned calls Simple steps to log and complete unplanned activity in real time Faster, more efficient ways to generate and manage call lists Best practices for maintaining clean, consistent, and actionable customer activity What We’ll Cover: Interactions overview and key functionality Creating, scheduling, and managing planned calls Logging and completing unplanned activity in real time Generating call lists, managing interaction statuses, and applying productivity tips Why Attend? If you want to save time, improve visibility into your customer interactions, and work more efficiently day-to-day, this session is for you. Save your seat today and start making every call count.live learningsales-ihttps://sugarcrm.zoom.us/webinar/register/WN_dnYxOQMwTGu21to_TBbldwThu, 14 May 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:d0f14fee-0f9a-4a98-ade7-6f7a649e3c31Keegan SullivanReady to take control of your call activity and stay one step ahead of your day? Join us for an interactive Live Learning session where we’ll show you how to get the most out of MyCalls in Sales-I Classic. Whether you're planning ahead or logging activity on the fly, this session will help you streamline your workflow, stay organized, and ensure no customer interaction slips through the cracks. What You’ll Gain: Confidence navigating the MyCalls dashboard A clear process for adding and managing planned calls Simple steps to log and complete unplanned calls in real time Faster ways to generate and manage call lists Proven best practices to keep your customer activity clean, consistent, and actionable What We’ll Cover: MyCalls overview and key functionality Adding planned calls tied to accounts Logging & completing unplanned calls Generating and managing call lists with ease Why Attend? If you want to save time, improve visibility into your customer interactions, and work more efficiently day-to-day, this session is for you. Save your seat today and start making every call count.live learningsales-i classichttps://sugarcrm.zoom.us/meeting/register/1elkeiAgRGuYOZS8Rr2ZcAWed, 06 May 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:f5a1bbde-0fd1-487d-8393-4070d55f12afMike WorthingtonCapturing and utilizing key information about your customers: Taking advantage of the CRM functionality in sales-i 25 Harvesting and utilizing key information about both your prospects and customers can help in growing your business, in this session we will explore how you can make the most of the CRM functionality, from creating custom fields to using the data in enquiries. Understand how to set up the CRM custom sections to get the most out of them Review where you can utilize the newly harvested data Explore ways you can incorporate the data in your other reports Designed for anyone responsible for driving revenue growth through insight-led selling. This session will not be recorded and attendees will be encouraged to ask questions and get involved. Register now to secure your place. sales-i Success Labs is a new series of interactive meetings providing an opportunity for users to ask questions, learn more about the features and benefits and discuss best practices with other users. Learn more here; Introducing sales-i Success Labs .sales-i Success Labshttps://sugarcrm.zoom.us/meeting/register/DNt8aC0PTGuVvtSiQYfD5wWed, 29 Apr 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:2e612e83-09b0-4670-8fc9-ee058eeb7f5eMike WorthingtonCapturing and utilizing key information about your customers: Taking advantage of the CRM functionality in sales-i classic Harvesting and utilizing key information about both your prospects and customers can help in growing your business, in this session we will explore how you can make the most of the CRM functionality, from creating custom fields to using the data in campaigns and enquiries. Understand how to set up the CRM custom sections to get the most out of them Review where you can utilize the newly harvested data Explore ways you can incorporate the data in your other reports Designed for anyone responsible for driving revenue growth through insight-led selling. This session will not be recorded and attendees will be encouraged to ask questions and get involved. Register now to secure your place. sales-i Success Labs is a new series of interactive meetings providing an opportunity for users to ask questions, learn more about the features and benefits and discuss best practices with other users. Learn more here; Introducing sales-i Success Labs .sales-i Success Labshttps://sugarcrm.zoom.us/meeting/register/lOcyev9lQeyp1-RZdyJErQWed, 22 Apr 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:4ab978fe-c266-4d13-8f11-4ad66b11df96Mike WorthingtonFeed your sales team with valuable opportunities: Taking advantage of Insights and Alerts in sales-i 25 Guiding your team towards opportunities in your data, based on system generated insights and your own sales experience is what you can do with Insights and Alerts. This session focuses on exploring the insights and when to use Alerts in sales-i 25, allowing you to quickly identify sales opportunities and get them in front of the people who can act on the information. Understand what the Insights section can offer Review what you can do with Alerts and when to use them Explore how to feed the results to the relevant teams Designed for anyone responsible for driving revenue growth through insight-led selling. This session will not be recorded and attendees will be encouraged to ask questions and get involved. Register now to secure your place. sales-i Success Labs is a new series of interactive meetings providing an opportunity for users to ask questions, learn more about the features and benefits and discuss best practices with other users. Learn more here; Introducing sales-i Success Labs .sales-i Success Labshttps://sugarcrm.zoom.us/meeting/register/LLPBYz3nST6fb5ULZRxajQWed, 15 Apr 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:f10d4489-97e5-4f9a-b4f6-536c4c663586Mike WorthingtonFeed your sales team with valuable opportunities: Mastering Campaigns in sales-i Classic Guiding your team towards opportunities in your data based on your own sales experience is what you can do with campaigns. This session focuses on creating and utilizing campaigns in sales-i Classic, allowing you to quickly identify sales opportunities and get them in front of the people who can act on the information. Understand what the Campaigns section can offer Review the different types of campaigns available Explore how to feed the results to the relevant teams Designed for anyone responsible for driving revenue growth through insight-led selling. Register now to secure your place. sales-i Success Labs is a new series of interactive meetings providing an opportunity for users to ask questions, learn more about the features and benefits and discuss best practices with other users. Learn more here; Introducing sales-i Success Labs .sales-i Success Labshttps://sugarclub.sugarai.com/explore/help-forums/sales-i/p/sales-i-classic-to-25Fri, 10 Apr 2026 20:29:00 GMT5c521d64-519d-47a6-9065-134618b211bf:dcee448d-c0ac-4645-96dd-f0db8b8a0f80Say Hello to sales-i 25 Jump in, get familiar, and discover what's possible with your upgraded platform Get Started with Your Upgraded sales-i 25 Experience Welcome to your new and improved sales-i platform! Whether you're ready to dive deep or want a quick overview, we've got flexible options to help you get up to speed with sales-i 25, your way. What makes sales-i 25 better? sales-i 25 isn't just a visual refresh; it's a leap forward in productivity and ease of use. Here's what you can look forward to: Modern, intuitive interface: Cleaner layouts and streamlined navigation help you find what you need fast. Improved performance: Enjoy quicker load times, smoother interactions, and a more responsive platform experience. Personalized user experience: sales-i 25 puts the information that matters most to you front and center, helping you stay focused and productive. Consistency across devices: Whether you're working from a desktop, laptop, or tablet, the experience is consistent, responsive, and easier than ever. Future-ready platform: sales-i 25 sets the foundation for innovations, updates, and enhancements — so you're always ready for what's next. What's Different from Classic? While sales-i 25 keeps the powerful functionality you're used to, it introduces a refreshed experience built for clarity, speed, and ease of use. Here's what's changed: A redesigned homepage with quick access to key insights and activity Simplified navigation menus for faster task completion Enhanced search and filtering tools for easier data discovery A modern, mobile-friendly layout that works across both Apple iOS and Android devices A focus on user feedback , with continual improvements rolling out Important Items to Note As you transition to sales-i 25, please keep the following in mind: Classic enquiries will not carry over: Any saved enquiries or reports created in sales-i Classic will not be transferred. You'll need to recreate those within sales-i 25 using the updated interface and tools. Bookmarks and shortcuts may need updating: If you've bookmarked specific pages or views in Classic, those links may no longer work. Be sure to update them after your upgrade. Some features may look different: While your favorite tools are still here, their layout or behavior may have changed to improve usability. Be sure to explore the videos and training to get comfortable. Need help rebuilding your enquiries or locating a familiar feature? Our training resources are designed to guide you every step of the way. This Is Just the Beginning sales-i 25 is built to grow with you, and we're here to support your journey. Use the resources on this page to build confidence, ask questions, and get the most out of your upgraded platform. Say Hello to sales-i 25 Jump in, get familiar, and discover what's possible with your upgraded platformhttps://sugarcrm.zoom.us/meeting/register/dIIq1nbNSCWihlhnFok1gQWed, 08 Apr 2026 15:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:5d7a2da3-ddeb-46e8-a352-b03c5298eb53Mike WorthingtonYour data is full of opportunities, the key is knowing where to look for them. This session focuses on using Enquiries in sales-i to quickly identify gaps and opportunities. Use Matrix reporting to better understand your accounts and what they buy Add quantity to variance to spot accounts who may be spending more but buying less Highlight zero activity and missed product penetration Surface meaningful gaps that sales teams can act on immediately Designed for anyone responsible for driving revenue growth through insight-led selling. This session will not be recorded and attendees will be encouraged to ask questions and get involved. Register now to secure your place. sales-i Success Labs is a new series of interactive meetings providing an opportunity for users to ask questions, learn more about the features and benefits and discuss best practices with other users. Learn more here; Introducing sales-i Success Labs .sales-i Success Labshttps://sugarclub.sugarai.com/explore/help-forums/sales-i/f/sales-i-questions/8364/sales-i-monthly-live-learning-webinar-series-relaunchFri, 03 Apr 2026 19:43:00 GMT5c521d64-519d-47a6-9065-134618b211bf:74813aeb-15ec-4549-b284-e1f5c5f73a4eKeegan SullivanSales-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 – Live Learning Sales-I Classic: Planning, Managing & Tracking Calls June 18, 2026 – Live Learning Sales-i 25: Logging Activity & Managing Customer Engagement July 16, 2026 – Live Learning Sales-i Classic: Managing Customer Data & Taking Action August 13, 2026 – Live Learning Sales-i 25: Understanding Customer Profiles & Key Insights 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 sales-i Events 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!live learningsales-isales-i classichttps://sugarcrm.zoom.us/meeting/register/bUJKY8DTQfy7T6P4gUnDAgWed, 01 Apr 2026 15:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:178f33f8-636b-4116-9776-7aeb659787f8Mike WorthingtonYour data is full of opportunities, the key is knowing where to look for them. This session focuses on using Enquiries in sales-i classic to quickly identify gaps and opportunities. Spot missed revenue opportunities faster Compare sales versus quantity performance Use gap analysis to prioritize the accounts that need attention Designed for anyone responsible for driving revenue growth through insight-led selling. This session will not be recorded and attendees will be encouraged to ask questions and get involved. Register now to secure your place. sales-i Success Labs is a new series of interactive meetings providing an opportunity for users to ask questions, learn more about the features and benefits and discuss best practices with other users. Learn more here; Introducing sales-i Success Labs .sales-i Success Labshttps://sugarcrm.zoom.us/meeting/register/FWv-y-6FTaO7HYdvDiTyigWed, 25 Mar 2026 16:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:43132c4d-7bb5-4f80-aa9c-55adf1764075Mike WorthingtonNew to sales-i 25 or looking to sharpen your approach? This foundational session walks you through how sales-i works, what insights you should be focusing on, and how to tailor the platform so every user sees what matters most. Set up users for success with the right permissions and visibility Focus teams on high-value opportunities Ensure data is relevant, actionable, and aligned to your sales goals Perfect for Power Users and anyone who wants to build stronger adoption across their team. This session will not be recorded and attendees will be encouraged to ask questions and get involved. Register now to secure your place. sales-i Success Labs is a new series of interactive meetings providing an opportunity for users to ask questions, learn more about the features and benefits and discuss best practices with other users. Learn more here; Introducing sales-i Success Labs .sales-i Success Labshttps://sugarcrm.zoom.us/meeting/register/ipubd0zTRlCFacSH3ZmcOAWed, 18 Mar 2026 16:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:8db8a914-4712-40e6-a7e6-a1e45e5f5aaeMike WorthingtonNew to sales-i Classic or looking to sharpen your approach? This foundational session walks you through how sales-i works, what insights you should be focusing on, and how to tailor the platform so every user sees what matters most. Set up users for success with the right permissions and visibility Focus teams on high-value opportunities Ensure data is relevant, actionable, and aligned to your sales goals Perfect for Power Users and anyone who wants to build stronger adoption across their team. This session will not be recorded and attendees will be encouraged to ask questions and get involved. Register now to secure your place. sales-i Success Labs is a new series of interactive meetings providing an opportunity for users to ask questions, learn more about the features and benefits and discuss best practices with other users. Learn more here; Introducing sales-i Success Labs .sales-i Success Labshttps://sugarclub.sugarai.com/explore/help-forums/sales-i/f/sales-i-questions/8345/introducing-sales-i-success-labsFri, 27 Feb 2026 16:25:00 GMT5c521d64-519d-47a6-9065-134618b211bf:b77c4531-f455-4747-ae59-b8c57d984a9eMike Worthingtonsales-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 sales-i Events calendar for future meeting topics and dates. 18th March - sales-i Success Lab Intro and Overview - Unlock the Potential of sales-i Classic 25th March - sales-i Success Lab Intro and Overview - Unlock the Potential of sales-i 25 1st April - sales-i Success Labs - Turn Gaps into Growth: Mastering Enquiries in sales-i Classic 8th April - sales-i Success Labs - Precision Prospecting with sales-i 25: Advanced Enquiries and Variance 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.sales-i Success Labshttps://sugarcrm.zoom.us/webinar/register/WN_bhhXHyfqRcePag6BYVnGnQThu, 12 Feb 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:e1b50a48-1b99-41b3-88d6-f0e5452464cbDavid JewisonThis SugarU Live Webinar will be held on: February 12 2:00 pm GMT (10:00 am EST) In the final Live Learning session of this series, we will come full circle to concentrate on the home screen, and how the previous sessions connect to some of the features the home screen has to offer. This will include how to create custom dashboard folders, save important sales reports to these folders, access AI generated opportunities and save sales insights. I will then guide the Administrators amongst you on how to use some of the more important settings in sales-i to customise the front end of the system and make it more relevant to your sales team and business. Learning Points: Finding out everything the home screen has to offer. Creating customer folders for your dashboards. Saving Reports and Insights to the home screen for easy to access sales data for the future. Administrator training in settings to customise the front end of the system for your sales team and the business. This Session is for anyone new to the sales-i system, or in need of a refresher. The last 20 minutes will be directed to administrators looking to customise the front end of the system to suit the business and the sales teams uses. Can't make it live? Register anyway! We'll send the recording to all registrants. Register Now! Click the "Receive notifications about updates to this event" button on this event in SugarClub to be alerted of any updates!https://sugarcrm.zoom.us/webinar/register/WN_MjDKItLOQ8WX7908k_YEngThu, 05 Feb 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:b047d269-8741-4975-9c6b-4508385e35b9David JewisonThis SugarU Live Webinar will be held on: February 5 2:00 pm GMT (10:00 am EST) During this fourth Live Learning Session we will be looking at Alerts. Alerts is where you can create custom reports focussing on fall in customer spend, what customers aren't buying, or something they should be buying. You'll learn everything the screen has to offer, create basic alerts, more advanced alerts and then learn how to utilise those alerts in everyday Interaction bookings when reaching out to customers. Learning Points: Learning about Alert screen navigation. Create basic Alerts about your customers. Create advanced Alerts to see who has stopped spending, fallen in value, or hasn't bought a product or from a product group at all. Find out how to use the data created in everyday customer interactions. This Session is for anyone new to the sales-i system, or in need of a refresher; whether you are an every day sales user, or an administrator looking to gain more knowledge about how the sales team use the system day to day. Can't make it live? Register anyway! We'll send the recording to all registrants. Register Now! Click the "Receive notifications about updates to this event" button on this event in SugarClub to be alerted of any updates!https://sugarcrm.zoom.us/webinar/register/WN_HFW7xCwyTAe0trMOZBQ3gAThu, 29 Jan 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:7bd3579c-5b69-44c6-9f06-adfc092bd3cfDavid JewisonThis SugarU Live Webinar will be held on: January 29 2:00 pm GMT (10:00 am EST) In the third instalment of Live Learning sessions, we will be looking at Enquiries. Enquiries is where you can find Specific sales data, how customers and products are performing, or in some cases, not performing. This sessions will focus on all Enquiry types, how to drill into your sales data and utilise saved reports for future use. Learning Points: Finding out what Enquiries is. Learning how to drill into basic and advanced sales data. Using the different Enquiry types like Sales vs Gaps and Variance to find out who has fallen in value or hasn't spent this month. How to save Enquiries and utilise these saved reports daily, weekly or montly. This Session is for anyone new to the sales-i system, or in need of a refresher; whether you are an every day sales user, or an administrator looking to gain more knowledge about how the sales team use the system day to day. Can't make it live? Register anyway! We'll send the recording to all registrants. Register Now! Click the "Receive notifications about updates to this event" button on this event in SugarClub to be alerted of any updates!https://sugarcrm.zoom.us/webinar/register/WN_jMaimXudQu6CHY6IEHX2mwThu, 22 Jan 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:ce50aed7-b176-4261-bae3-f80e24193854David JewisonThis SugarU Live Webinar will be held on: January 22 2:00 pm GMT (10:00 am EST) In this second Live Learning session we will be looking at the basics of using sales-i's customer record cards, showing how to access customer accounts, use different search features to find your important customers, access quick sales data, add prospects and opportunities and much more. Learning Points: Looking at the different ways you can find your customer accounts. Looking at all of the available features within a customer record card. View snapshot sales data and helpful sales insights. Adding Prospects and Opportunities. This Session is for anyone new to the sales-i system, or in need of a refresher; whether you are an every day sales user, or an administrator looking to gain more knowledge about how the sales team use the system day to day. Can't make it live? Register anyway! We'll send the recording to all registrants. Register Now! Click the "Receive notifications about updates to this event" button on this event in SugarClub to be alerted of any updates!https://sugarcrm.zoom.us/webinar/register/WN_pdWKkeDMR--YvdjMbI-JCgThu, 15 Jan 2026 14:00:00 GMT5c521d64-519d-47a6-9065-134618b211bf:8fd1c16e-12f6-4a26-bd32-6cad78221905David JewisonThis SugarU Live Webinar will be held on: January 15 2:00 pm GMT (10:00 am EST) In this first Live Learning session we will be delving into the basics of using Interactions in the sales-i 25 system, showing how to log an interaction once you have spoken with a customer, or how to book a future interaction. Learning Points: Accessing Interactions and a tour of the main Interactions Screen Learn how to log an adhoc Interaction, book a future interaction, or both in one go. Find out how to follow up with a booked Interaction Complete a booked Interaction and access customer notes. This Session is for anyone new to the sales-i system, or in need of a refresher; whether you are an every day sales user, or an administrator looking to gain more knowledge about how the sales team use the system day to day. Can't make it live? Register anyway! We'll send the recording to all registrants. Register Now! Click the "Receive notifications about updates to this event" button on this event in SugarClub to be alerted of any updates!