With Crikle, you can easily import all your sales materials into your company's shared Sales and Marketing Library. This means that all your team members have access to your collection of available materials and pitches so they can easily build bespoke sessions quickly. Perfect for collaboration and efficiency!

Here's how to access proposals from the library:

  1. Click the Library button in your dashboard. This will show you all the presentations and checklists in your account's library that you can access.

2. Find the presentation or checklist you need for the client call and click on "New call from presentation" as shown in the image below.

3. And you're all set! The presentation will now be imported in your new call environment. You can choose to edit it or schedule a call or copy the call invitation to invite participants to the call immediately.

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