FAQs in this section
Where can I find my Calculus deal score?
How do I see the conversation insights on a deal?
Where can my team members see the cooching material I uploaded?
How do I install the Calculus extension?
What happens when I install the Calculus extension?
What touchpoints does Calculus use to make recommendations?
What kind of recommendations do I get by Calculus while writing an email?

Where can I upload the coaching material for my sales and support teams?

Follow these steps to upload coaching material:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Sales.
  4. Select Coaching Material.
  5. Click +Add Coaching Material.
  6. Enter the material name, material notes, and assigned to member.
  7. Click Save.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube