What is Prep?
There’s nothing like being last minute to a customer call… and feeling that you’re not prepared correctly.
Being connected to your email and calendar systems, Pod knows. It knows the meetings that are coming up. Prep alerts you of the upcoming prospect meetings scheduling in your calendar in the next 7 days.
It will look for meeting with any lead or contact (associated to an existing account or opportunity) in your CRM. This will allow you to prepare appropriately.
How to use prep?
Navigate to Prep
From the Atlas home page, click on the Organize panel
You’ll find your daily calendar on the right side.
If you click on the first tab at the top (named “Prep”), you will find a list of prospect meetings.
It will also display the total number of meetings and an option to Block time in your calendar, so you can prepare appropriately
Actions you can take in Prep
For each meeting alert, you’ll find the following buttons:
Prep - This will give you options of actions you can take to start preparing:
Spin up a new note document
Do research on the contact/account
Draft an email you can send with the agenda.
Go to - If you want to investigate the specific prospect a bit more, you can go navigate directly to the right module of your Pod workspace:
Open the record details
Analyze the timeline of activities
Review the related tasks
And a lot more.
Mark As - Sometimes you just want to table it. You have the ability to mark a Prep alert as done or Snooze it - it will resurface the following day if still applicable
When does Prep help?
Prep is your powerful ally to make sure you don’t drop the ball on deals. Prospect meetings are like Sunday Night Football - you need to be ready to perform. The last thing you need to arrive ill-prepared.
Prep is the first thing you should open on a Monday morning to plan for your week
Prep is the first thing you should open every day to make sure you’re ready for the meetings coming up.
💡 Need help? Send us a message via the in-app chat or email us at [email protected].
🤝 Want to talk to someone? Book a session with one of our specialists!