PreSkale Activity Dashboard

Working with Activity Dashboard
Activity Dashboard comprises of, 1. Calendar Manager In Calendar View In Table View 2. Task Manager 3. Create PreSkale Deals (Placeholder Deals) ...
Tue, 24 Oct, 2023 at 1:22 PM
Calendar - Setting up Calendar Integration
 1. How to integrate your calendar (Google or Microsoft Calendar) with PreSkale? Please follow the following steps to integrate your calendar with PreSk...
Thu, 14 Sep, 2023 at 3:59 AM
Calendar - PreSkale Meetings and Terminology
Elements of a Meeting in PreSkale Calendar   I. Calendar details comprise of; Meeting Link  Attendees Email IDs / Meeting Participants II. Cale...
Tue, 17 Oct, 2023 at 5:18 AM
Calendar - PreSkale Calendar and Outcome Automation
Working with your Calendar in PreSkale With PreSkale Calendar, users have the freedom to manage, analyse and optimize the time they spend on meetings...
Thu, 22 Feb, 2024 at 3:18 AM
Calendar - Re-run Auto-tag on meetings with Calendar AI
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 inf...
Thu, 22 Feb, 2024 at 3:55 AM
Tasks - Working with Task Manager
1. How to Manage Tasks in Workbook? What is a Task manager? All open and overdue tasks are visible in the workbook. Users have the ability to create, as...
Tue, 9 Apr, 2024 at 3:23 PM
Activities - Creating and Managing Activities
1. How to Create and Manage Activities in Workbook? Action items and activity completed for a specific opportunity can be tracked as an Activity in PreS...
Fri, 5 Apr, 2024 at 4:52 PM