sales-i

The sales-i 25.2.4 release includes the following feature enhancements and fixed issues: Feature Enhancements Improved Customer Interactions history view: Interactions are now sorted by the Date column, with the most recent displayed first. Permissi...

The sales-i 25.2.3 release includes the following feature enhancements and fixed issues: Feature Enhancements Streamlined setup: New customers now have access to a guided setup experience that simplifies onboarding and accelerates the import of sale...

The sales-i 25.2.2 release includes the following feature enhancements: Inquiries improvements: Understand your gross profit: Gross Profit is now available as a KPI in Matrix and Sales vs Gaps inquiries. More ways to sort your data: All inquiries c...

The sales-i 25.2.1 release includes the following feature enhancements: Feature Enhancements Manually set currency exchange rates: You can now set fixed exchange rates for your active currencies. Redesigned currency management: The Currencies settin...

The sales-i 25.2.0 release includes the following feature enhancements: Feature Enhancements Multi-currency support: Supported currencies: Monetary values across sales-i can now be displayed in British Pounds, Euros, Canadian Dollars, Indian R...

Step-by-step guide for sales-i data extract setup, including file formats, automation tips, and mandatory data requirements.

The sales-i 25.1.2 release includes the following feature enhancements and fixed issues: Feature Enhancements Rolling date ranges in Alerts: You can now apply custom rolling date ranges to alerts, making it easier to track customer behavior over tim...

The sales-i 25.1.1 release includes the following feature enhancements: Feature Enhancements Streamlined Target and Snapshot configuration: Field properties are now searchable when creating a Target or Snapshot by Analysis Field. Improved Alert Buil...

Here are the enhancements included in this release of sales-i:  Feature Enhancements Improved integration with SugarCRM: Manually created alerts and AI-generated opportunities from sales-i are now surfaced directly in SugarCRM via the Rec...

As this is the first release of sales-i as an official SugarCRM company, here is an overview of the software's major features: ERP-driven sales intelligence: sales-i connects to your ERP and transforms your sales data into real-time insights tha...