Managing Deals in PreSkale

Working in Presentation View
1. How to a access a deal in PreSkale? What is Presentation View? Any opportunity with the Primary User Field (PUF) assigned within the CRM, the deal wi...
Thu, 21 Sep, 2023 at 3:51 AM
Manage Modules and Features
1. What is a Module? Why should we manage modules and customer interactions with it? A Module can be defined as a self-contained unit of functionality t...
Tue, 8 Aug, 2023 at 3:33 AM
Managing Solutions
1. Why Manage Solutions in PreSkale? PreSkale helps users track the solutioning done to close a deal. Documenting the technical solution part of all dea...
Wed, 15 Feb, 2023 at 1:10 PM
Managing Product Gaps
Video Tutorial: Here is a short video tutorial that will help understand what are product gaps and product gap usecases, how you can create and manage them...
Mon, 23 Oct, 2023 at 8:53 AM
Working with Custom Sections
1. Why are Custom Sections? Custom section helps teams collect and analyse data across the active deals that are being managed. The collected data can b...
Tue, 8 Aug, 2023 at 3:10 AM