How to Add Material to an Outbound Call

Presentations

  1. When in your meeting space, click 'presentation' from the top panel.

  2. To create a new presentation, click 'create'.

    1. In the righthand corner of the presentation slide you have two options, to upload media or to write in some text. Clicking upload media will allow you to upload an image or video from your device. Clicking edit text will allow you to write in some copy.

    2. Click the 'add slide' button to add an additional slide. You can choose to either add a regular slide, a 4-grid slide (great for product comparisons), or an interactive map. Alternatively, you can import an image or video, 3rd party presentation (such as PowerPoint), upload a document (such as a PDF brochure) or import a presentation that's in your Crikle library.

    3. Repeat steps a. and b. until you have finished creating your presentation. Please note: Presentations are automatically saved to your Crikle library and you can modify them at any time.

    4. To delete a slide, hover over the slide on the left hand panel and click the red bin icon.

  3. To upload a presentation from your device, click 'upload'.

    1. Choose the presentation you wish to upload and click 'open'.

    2. You can still add to this uploaded presentation by following steps a. and b. within Step 2. Alternatively, you can remove slides by following step d. within Step 2.

  4. To import a presentation from your Crikle library, click 'import'.

    1. Choose the presentation you wish to import and click 'add to presentation'.

    2. You can still add to this imported presentation by following steps a. and b. within Step 2. Alternatively, you can remove slides by following step d. within Step 2.

Checklists

  1. When in your meeting space, click the list icon from the righthand side panel.

  2. To import a checklist from your library, click 'import from library'.

    1. Choose the checklist you wish to import and click 'add to meeting'.

  3. To create a new checklist, click 'new checklist'.

    1. Give a title to your checklist.

    2. Write in the first question and toggle the dropdown menu on the righthand side to select the answer type. You can choose from checkbox, multiple choice, long answer or short answer. If you choose checkbox or multiple choice, you will need to write in options for the answers under your question.

    3. Click 'add question' to add to your checklist.

    4. When satisfied, click 'save checklist' from the top righthand corner.

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