Account Settings

Manage your team's access, notifications, and privacy settings in Sbisales.

Profile & Access

  • Email

    info@sbisales.com

  • Role in Organization

    Sales Administrator

  • Last Login

    Today at 09:32 (ART)

Notifications

  • Pipeline Alerts Enabled
  • Weekly Key Account Report Enabled
  • Demand Forecast Changes Inactive

Privacy & Data

  • Export CRM Data

    CSV or Excel format, up to 10,000 records

  • Access History

    Last 90 days available

  • Retention Policy

    Inactive account data is deleted after 12 months

Access Management

  • Active Users

    12 of 15 licenses assigned

  • Available Roles

    Administrator, Manager, Account Executive, Viewer

  • Two-Factor Authentication

    Required for all administrators

Recommended readings

Articles and guides to delve deeper into B2B sales automation.

Forecast

How to optimize demand forecasting with SBI

Practical guide for B2B teams

Learn to reduce errors in sales projections using historical data and machine learning.

Read article →
Funnel

B2B conversion funnel: from lead to recurring customer

Strategies to shorten sales cycles

Discover how to map each stage of the funnel and apply automations that accelerate closing.

Read article →
Analytics

Key account analysis: segmentation and profitability

How to identify strategic clients with BI

Use business intelligence to prioritize accounts that generate the most long-term value.

Read article →
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