Paid Add Ons
Topics
This guide is for power users only. It will show you how to score the drop down options in the Record Card to encourage your team to focus on the behaviours that lead to sales. Note: The ‘Sales Activity’ section is a paid for add-on.
This guide will show you how to prepare a riva account so that it's ready for the sales-i team to complete the set up.
Automatically sync* Microsoft Exchange with sales-i to manage your schedule quickly and efficiently. Please note this is a paid add-on service.
Document Storage is a paid for extra add on for sales-i. It allows you to store documents within customer accounts in sales-i, making it incredibly easy to stay organized, share documents and collaborate with your colleagues.