Navigate Salescaling
When you first access Salescaling, you'll find that the platform is designed for ease of use, with everything just a few clicks away. This article explains how to navigate and access key features to optimise meeting and sales management.
The navigation menu is your gateway to all important sections of the platform. You'll find it on the left-hand side of the screen, containing the following options:
Meetings: Find a list of completed meetings, as well as options to record new ones or upload recordings.
Clips: Manage clips automatically and manually extracted from meetings to review key moments.
Playlists: Create and manage playlists of clips for easy review.
Calendar: View the calendar synced with your Google or Microsoft account. From here, you can see scheduled meetings, but cannot edit the calendar.
Reports: Access detailed insights about the effectiveness of meetings, client engagement, and key metrics that drive your sales strategy.
Search: Use this tool to search for meetings, clips, or participants across the platform.
Configuration: Adjust your account preferences, integrations, and general options.
- General: Configure basic account settings.
- Integrations: Connect and manage the tools you use, such as your calendar and CRM, for seamless integration.
- Reuniones: Establece preferencias específicas sobre cómo se gestionan y graban las reuniones en la plataforma.
- Meetings: Set specific preferences on how meetings are managed and recorded within the platform.
- Meeting Types: Define different meeting types that you will use, allowing the system to adjust analysis and extract information based on the purpose of each meeting.
- Smart Categories: Create and manage smart categories that integrate with meeting types. These categories allow AI to extract key clips from your meetings, making relevant and structured information more accessible.
- Billing: Manage your billing and subscription information, ensuring your account is always up to date.
- Users: Manage team members with platform access and define their roles and permissions.
If you need assistance at any time, you can access support directly from the platform:
Live Chat: Use the live chat in the bottom-right corner of the screen to contact our support team.
Help Center: Visit this guide and other articles through the live chat.
Sidebar Navigation Menu
The navigation menu is your gateway to all important sections of the platform. You'll find it on the left-hand side of the screen, containing the following options:
Meetings: Find a list of completed meetings, as well as options to record new ones or upload recordings.
Clips: Manage clips automatically and manually extracted from meetings to review key moments.
Playlists: Create and manage playlists of clips for easy review.
Calendar: View the calendar synced with your Google or Microsoft account. From here, you can see scheduled meetings, but cannot edit the calendar.
Reports: Access detailed insights about the effectiveness of meetings, client engagement, and key metrics that drive your sales strategy.
Search: Use this tool to search for meetings, clips, or participants across the platform.
Configuration: Adjust your account preferences, integrations, and general options.
- General: Configure basic account settings.
- Integrations: Connect and manage the tools you use, such as your calendar and CRM, for seamless integration.
- Reuniones: Establece preferencias específicas sobre cómo se gestionan y graban las reuniones en la plataforma.
- Meetings: Set specific preferences on how meetings are managed and recorded within the platform.
- Meeting Types: Define different meeting types that you will use, allowing the system to adjust analysis and extract information based on the purpose of each meeting.
- Smart Categories: Create and manage smart categories that integrate with meeting types. These categories allow AI to extract key clips from your meetings, making relevant and structured information more accessible.
- Billing: Manage your billing and subscription information, ensuring your account is always up to date.
- Users: Manage team members with platform access and define their roles and permissions.
Support and Help
If you need assistance at any time, you can access support directly from the platform:
Live Chat: Use the live chat in the bottom-right corner of the screen to contact our support team.
Help Center: Visit this guide and other articles through the live chat.
Updated on: 01/10/2024
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