Section

Description

Meetings: All team members

  • Find all your team members past and upcoming meetings here

  • Click "Schedule meeting" to get to our powerful Demodesk Scheduler where you can schedule meetings for you and your colleagues; find more information here.

  • Check out running meetings and shadow meetings whenever you want; more information can be found here.

Playbooks and Battlecards

  • prepare and edit personal and team Playbooks. Check out this article for more information

  • prepare and edit personal and team Battlecards. Check out this article for more information

Meeting Types and Routing

  • prepare and edit personal and team Meeting Types. Check out this article for more information

  • create a dynamic Routing to direct website visitors to the right team or rep. Check out this article for more information

Insights Dashboard (in beta, enabled for admins)

  • check out powerful meeting and process stats to learn about how your team is doing in their Sales meetings and where there is improvement potential.

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