Your Crikle Sales Hub is where you can quickly and easily access key Crikle features such as presentation and checklist creation and a summary of your upcoming Crikle meetings.
When you first sign into your Crikle account, this is what you will see:
To get the most out of your Crikle account there are some suggested actions for you to take such as setting up your Crikle branding, preparing your first presentation, building your first checklist and so on.
To complete these tasks click on "get started" or "connect". Once you have completed a task, the status bar will progress and show that X / 6 tasks have been completed.
Once you have completed all of these tasks, this is what your Crikle Sales Hub tab will look like:
Think of your Sales Hub as place to find shortcuts for frequently used features. This is where you can either organise a Crikle presentation, create a customised checklist, or begin a Crikle meeting (whether you schedule one or start an instant one).
Should you need more guidance on Crikle's Sales Hub or the platform itself, you can schedule a 1:1 demo by clicking "book now".
Alternatively, you can watch a video tutorial which will cover similar topics. Do this by clicking "watch now".