PreSkale

PreSkale Activity Dashboard 7

• Working with Activity Dashboard
• Calendar - Setting up Calendar Integration
• Calendar - PreSkale Meetings and Terminology
• Calendar - PreSkale Calendar and Outcome Automation
• Calendar - Re-run Auto-tag on meetings with Calendar AI

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Managing Deals in PreSkale 5

• Working in Presentation View
• Manage Modules and Features
• Managing Solutions
• Managing Product Gaps
• Working with Custom Sections

Resource Assignment Manager 2

• Accessing Resource Request Form for Sales Owners
• Resource Assignment Manager

Hubspot Integration 4

• Hubspot Integration - Configuration Items
• Hubspot Integration - Identifying existing PreSales Custom Field
• Hubspot Integration - Creating a New Custom Field for PreSales
• Hubspot Integration - Adding a new section within a Hubspot Deal

Zoho CRM 1

• Configuring Zoho CRM Webhooks & Workflows

Freshworks CRM 4

• Step 1: Creating the Presales Custom Field
• Step 2: Prerequisite for PreSkale - Freshworks Integration
• Step 3: Configuring Webhook for Deals and Accounts
• Step 4: Installing the PreSkale App

Admin Settings 6

• Admin Settings - Outcomes
• Admin Settings - Pipelines and Preferences
• Admin Settings - User Management
• Admin Settings - Team Management
• User Management - Deactivating and Transferring User Data

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