Use this to keep your company's own material and the best moments of real sits in one place.
- In the sidebar under Mentor, open Knowledge.
- Choose Upload. Give the file a Title, pick its Kind, and choose the File: PDF, Word, Excel or PowerPoint, up to 25 MB.
- The file shows under Files with who added it and when. Choose Open to read it or Delete to remove it.
- Under Gold library, clips from real sits wait as Proposed.
- To propose a clip, open a sit, go to Moments and choose Add to gold library on the moment.
- Play a proposed clip, then choose Approve to move it to Approved.
Good material to start with: your scripts, your price book and your training notes.
If it does not work
- The file was not uploaded: check its type and size, then try again.
- Knowledge is missing from the sidebar: it is for managers and org admins only, and your plan may not include it.
Still stuck? Open Help and choose Talk to a person.