1. What is Re-run Auto-tags on meetings with Calendar AI?
With PreSkale Calendar, once the Calendar AI is configured, PreSkale will auto-tag meeting information from that instant. Any meeting added after the setup is auto-tagged by PreSkale Calendar AI. By re-running auto-tagging with Calendar AI, users have the option to re-run on previous meetings to auto-tag it back to the opportunity and ensure all their work towards a meeting is tracked.
2. What is a Opportunity specific Auto-tag Run?
All users can initiate auto-tag re-run for a specific opportunity they are working on by selecting the"Run Calendar Auto-tag" Button within an opportunity within PreSkale. PreSkale will run through the all meetings and automatically associate relevant meetings to this specific opportunity.
3. What is a General Auto-tag Run?
If Managers or Admins wish to re-run meeting auto-tag for the last 3 months and auto-tag meetings, they can access the "Run Calendar Auto-tag" Button within their Workspace in Activity Manager View. On selecting this, PreSkale will re-run auto-tag for all users across the company and auto-tag meeting outcomes accordingly.
Please find a video tutorial on the same below,