SalesCenter User Guide
Contents
1. Synchronize Views To pause sharing InterCall 1 Click on the SHARING button 2 Click on Pause Sharing The SHARING button now reads PAUSED To resume sharing after pausing 1 Click on the PAUSED button 2 Click on Resume Sharing To exit application sharing 1 Click on the SHARING button 2 Click on Exit Application Sharing The icon tray To move the tray to another location on the screen click on the Move Tray button drag the icon tray to the desired location and release o return to the main window click on the Return to Main Window button o view the participants panel click on the Participants Panel button E To view the chat panel click on the Chat Panel button To view the video panel click on the Video Panel button ei O view the notes panel click on the Notes Panel button g O view the recorder panel click on the Recorder Panel button EJE To view the PowerPoint notes panel click on the Select Panel button and then click on PowerPoint Notes InterCall To add or remove a button from the icon tray click on the Select Panel button and then click on the button you would like to add or remove To float all panels click on the Select Panel button and then click on Float All Panels To minimize all panels cl2. By clicking on the Share Whiteboard button To share a whiteboard click on the Share Whiteboard button ee Optimizing Viewing Capabilities If you want to Then Show content full screen Click on View on the main menu followed by Full Screen OR click on the Full Screen View button in the lower left corner of your screen Note To view the meeting window click on the Return to View thumbnails Click on View on the main menu followed by Thumbnails OR click on the View Thumbnails button in the lower left corner of your screen Note Repeat either procedure to hide the thumbnails Click on the Standard View button to return to the standard view Rotate page to the left Click on View on the main menu followed by Rotate Page Left Rotate page to the right Click on View on the main menu followed by Rotate Page Right Zoom in Continue to click on View on the main menu followed by Zoom In until the desired level of magnification is reached Zoom out Continue to click on View on the main menu followed by Zoom Out until the desired level of de InterCall Zoom by percentage Fit content in the viewer Fit content to width Automatically advance pages Synchronize the presentation for all viewers Close Quick Start Open Quick Start after closing Click on View on th
3. button You see the following Click on the appropriate hotlink s to access the help topic of interest Setting up and Preparing for a Meeting Joining a Meeting Using the Calendar Scheduling a Meeting Scheduling an Audio Only meeting Setting Up a One Click Meeting Co Understanding the Meeting Window Managing Meetings gt Assigning Sounds to Participant Actions Assigning Privileges during a Meeting Monitoring Meetings Co Using Teleconferencing Sharing Presentations Documents and Sharing Software Sharing Web Content Using Chat Transferring and Downloading Files Duri Co Managing and Taking Notes Managing Video Sending and Viewing Video Creating and Managing Sales Portals Setting Up and Maintaining your Sales Pi Using My WebEx Glossary To navigate help by index click on the Index button You see the following Click on the appropriate hotlink to access the help topic of interest A B C D E F G H I J K L M H O P R S T U W 2Z Symbols Gocess Anywhere Usage report description Gocess Anywhere using access codes for personal conferem specifying account user obtaining accounts editing on sales portal page 4dd Distribution List page options Add Edit Recording Information pag options adding contacts to address book documents to sales portals links to sales portals meetings to calendar program new personal folders for file sto pages
4. dialog box appears 2 Navigate to where you would like to save the document 3 Click on the Save button If you do not want to save the current document click on the No button If you decide you do not want to close the document after all click on the Cancel button Note If you would like to access more information about sharing presentations or documents click on the Learn More link on the Quick Start tab BY CLICKING ON THE SHARE DOCUMENT BUTTON To share a document by clicking on the Share Document button 1 Click on the Share Document button The Share Presentation or Document dialog box appears i 2 Locate the document 3 Select the document 4 Click on the Open button The document appears on a new tab VIA THE MAIN MENU InterCall To share a document via the main menu 1 Click on Share on the main menu 2 Click on Presentation or Document The Share Presentation or Document dialog box appears 3 Locate the document you would like to share 4 Select the document 5 Click on the Open button The document appears on a new tab YOU CAN SHARE A WHITEBOARD Via the main menu By clicking on the Share Whiteboard button Via the main menu To share a whiteboard click on Share on the main menu and then select Whiteboard A new page with the tab labeled Whiteboard appears in the content viewer
5. ARING button 2 Click on Select Application The Application Share dialog box appears 3 Select the application 4 Click on the Share button To share other content 1 Click on the SHARING button 2 Highlight Share 3 Select the content To allow a specific attendee to control the application remotely 1 Click on the SHARING button 2 Highlight Allow to Control Remotely 3 Click on the attendee s name To accept control requests automatically 1 Click on the SHARING button 2 Click on Accept Control Requests Automatically A checkmark appears alongside this option To start annotating 1 Click on the SHARING button 2 Click on Start Annotation The SHARING button becomes inactive but the ANNOTATING button appears along with the Tools menu To allow a specific attendee to annotate 1 Click on the ANNOTATING button 2 Highlight Allow to Annotate 3 Click on the attendee s name To hide the annotation tools 1 Click on the ANNOTATING button 2 Click on Annotation Tools To stop annotating 1 Click on the SHARING button 2 Click on Stop Annotation To show full screen view for attendees 1 Click on the SHARING button 2 Highlight View 3 Click on Show Full Screen View for Attendees To synchronize views 1 Click on the SHARING button 2 Highlight View 3 Click on
6. IM with a link to the meeting The SME clicks on the link to join the meeting To call the SME J 0O AOON Select a phone number using the radio buttons provided Clear the email checkbox if necessary Click on the Invite button The SME receives a phone call The SME answers the phone call and connects to the teleconference Y InterCall Note When the SME joins the meeting he or she is assigned the role of Expert automatically The host can pass the presenter role to anyone with this role and the expert can use the Raise Hand button to contribute during the meeting REMIND PARTICIPANTS To remind participants click on the Remind Participants tab You can remind participants by Email IM Email To remind your participants by email click on the Remind by email icon Remind by email Re send your email invitation to participants The Remind by Email dialog box appears and participants names are listed in the textbox provided Click on the Remind button Email reminders are sent to participants IM To remind sales team members by IM click on the Remind sales team members by IM icon lt i Remind sales team members by IM Send it using WebEx AIM Pro Q C py the link and paste it into your IM window https ic test02 webex Copy Link The Send Reminder to Sales Team Members dialog box appears and your sales team member
7. SalesCenter User Guide Quick Start W interCall When you start your meeting your Quick Start tab appears From Quick Start you can For more information Share content 877 333 2666 www intercall ca Invite participants Invite Subject Matter Experts SMEs Remind Participants SHARING CONTENT Sharing content involves Presenting a document Sharing an application Sharing your desktop Presenting a document To present a document via the Quick Start tab 1 Click on the Launch Sales Presentation icon The Share Presentation or Document dialog box appears cy Launch Sales Presentation Show presentations documents and rich media 2 Navigate to the presentation or document you would like to share 3 Select the presentation or document you would like to share 4 Click on the Open button The presentation or document appears in your content viewer west InterCall is a subsidiary of West Corporation Last modified on 10 23 2008 Last modified on 10 23 2008 InterCall Note If you open a PowerPoint presentation that includes PowerPoint notes the Panels button appears orange Click Panels and then select PowerPoint Notes The PowerPoint Notes panel opens displaying your PowerPoint notes for the current slide To change the font size of your PowerPoint notes select an option from the Font Size drop down box To close the presenta
8. Window Desktop sharing is stopped Note If you would like to access more information about sharing your desktop click on the Learn More link on the Quick Start tab Learn More INVITE PARTICIPANTS You can invite your participants by Email IM Phone Email To invite participants by email 1 Click on the Invite by email icon Invite by email Send your email invitation to participants The Invite by Email dialog box appears 2 Enter an email address es in the textbox provided Note that multiple email addresses should be separated with commas To invite participants as sales team members click on the checkbox for this option To designate sales team members as SMEs click on the checkbox for this option 3 Click on the Invite button Email invitations are sent to participants To invite sales team members by instant message InterCall 1 Click on the Invite sales team members by IM icon Invite sales team members by IM send it using WebEx AIM Pro a a PS hm kia Ihab eek macka DE tee Eh i T EO E ep Copy the link and paste it into your IM window a Se https fic test0 2 webex Copy Link The Invite More dialog box appears with the meeting information populated in the Invite Message 2 Enter the participant s screen name or email address in the textbox provided or click on the View address book icon select the
9. ader PIN Conference code Current host Current presenter Current user Current number of participants Click on the OK button when you are done viewing your meeting information DISPLAYING A MESSAGE OR GREETING j 2 Click on Meeting on the main menu Click on Welcome Message The following window appears l Display this message when attendees join the meeting Message Welcome to my Meeting You can chat and share presentations documents or applications in your browser 2 Regards Christy Roth d 255 characters max OK Cancel D InterCall 3 Select the checkbox next to Display this message when attendees join the meeting 4 Type your message and or greeting in the textbox provided or leave the default greeting and message Note There is a 255 character maximum limitation 5 Click on the OK button RESTRICTING ACCESS TO YOUR MEETING If you want to Restrict access to your meeting click on Meeting on the main menu followed by Restrict Access If you want to restore access to your meeting click on Meeting on the main menu followed by Restore Access SENDING RECEIVING CHAT MESSAGES 1 Click on the drop down box next to Send to 2 Click on the appropriate option All participants Sales Team All attendees An individual participant or attendee 3 Place your cursor in the textbox above the Send to drop down box a
10. ave your meeting without ending it for all attendees J o1 B OON Click on File on the main menu Click on End Meeting The End Meeting dialog box appears Click on the radio button next to Leave this meeting without ending it Select a new host from the drop down box Click on the OK button If you have not sent the meeting transcript the Meeting Transcript dialog box appears asking if you want to send the transcript If you want to attach meeting data and files to the transcript j 2 Select the checkbox for this option Select the checkboxes next to the meeting data and files you want to attach InterCall 3 Click on the Yes button An email message opens with A blind copy addressed to you and all participants The subject pre populated All selected files attached The transcript in the body of the email message 4 Enter email addresses you would like to include in the To field 5 Click on the Send button If you do not want to attach meeting data and files when sending the transcript 1 Ensure the checkbox for this option is de selected 2 Click on the Yes button An email message opens with A blind copy addressed to you and all participants The subject pre populated The transcript in the body of the email message 3 Enter email addresses you would like to include in the To field 4 Click on the Send button If you do not
11. e on the main menu 2 Highlight Save As 3 Click on Document The Save Document As dialog box appears 4 Navigate to where you would like to save the document 5 Type a document name in the File name textbox 6 Click on the Save button Chats 1 Click on File on the main menu 2 Highlight Save As 3 Click on Chat The Save Chat As dialog box appears 4 Navigate to where you would like to save the chat 5 Type a name for the chat in the File name textbox 6 Click on the Save button Notes 1 Click on File on the main menu 2 Highlight Save As 3 Click on Notes The Save Notes As dialog box appears 4 Navigate to where you would like to save the notes 5 Type a name for the notes in the File name textbox 6 Click on the Save button PRINTING 1 Click on File on the main menu 2 Highlight Print 3 Select the appropriate option Document Chat If you selected to print a document 1 The Print dialog box appears 2 Click on the OK button The page of the document currently being displayed to meeting participants prints If you selected to print a chat the chat automatically prints ACCESSING ONLINE HELP To access online help click on Help on the main menu followed by Sales Center Help Navigating online help files InterCall To navigate help by contents click on the Contents
12. e main menu followed by Zoom By Select your percentage Your cursor becomes a magnifying glass with a in it Click on the content in the viewer to reach the desired level of de on View on the main menu followed by Fit in _ Viewer Click on View on the main menu followed by Fit to Width 1 Click on View on the main menu 2 Click on Automatically Advance Pages The Automatically Advance Pages dialog box appeals Automatically Advance Pages Advance to next page every Jo OU W Return to beginning and continue advancing pages Cancel 3 Select the amount of time you want to elapse before the next slide displays 4 Click on the Start button 5 Click on the Stop button to stop slides from advancing The Start button becomes the Stop button once it is selected Note If after all slides display you want to return to the beginning of your presentation and begin advancing through slides again confirm that there is a checkbox _ Click on View on the main menu followed by Synchronize for All Note You must synchronize the presentation for all viewers after e Zooming in or out e Fitting content in the viewer e Fitting content to width Click on View on the main menu followed by Close Quick Start OR click on the Close Quick Start button on the top right side of the Quick Start scree
13. e the sound To browse for a new sound on your computer _ Then Select the checkbox next to Play the selected sound Select the checkbox next to Play the selected sound click on the drop down box and then select this option Select the checkbox next to Play the selected sound and then select Always from the drop down box Click on the Sound drop down box and select _ the desired sound 1 Click on the Browse button 2 Locate the sound 3 Select the sound 4 Click on the Open button InterCall To play the sound Click on the speaker button p To play a sound when a participant Click on the Participants tab and select the joins a meeting checkbox next to this option To play a sound when a participant Click on the Participants tab and select the leaves a meeting _ checkbox next to this option To play a sound when a participant Click on the Participants tab and select the raises his or her hand checkbox next to this option Click on the OK button when you are finished ACCESSING MEETING INFORMATION To access meeting information j 2 Click on Meeting on the main menu Click on Information A Meeting Information dialog box appears listing the following information about your meeting Meeting topic Location Meeting number Call in toll free number Call in toll number Le
14. ick on the Select Panel button and then click on Minimize all To open the right panel click on the Select Panel button and then click on Open Right Panel To close the right panel click on the Select Panel button and then click on Close Right Panel To select an application to share 1 Click on the Select Panel button 2 Click on Select Application The Application Share dialog box appears 3 Select the application 4 Click on the Share button To share content 1 Click on the Select Panel button 2 Highlight Share 3 Select the content you would like to share To show full screen view for attendees 1 Click on the Select Panel button 2 Highlight View 3 Click on Show Full Screen View for Attendees To synchronize views 1 Click on the Select Panel button 2 Highlight View 3 Click on Synchronize Views Sharing Your Desktop To share your desktop click on the Share Desktop icon Your desktop is shared Share Desktop mow epe it ait nstrate all active api While you are sharing your desktop you have additional options available to you by using The SHARING button The icon tray InterCall Note You can move the icon tray by clicking on the Move Tray button dragging the icon tray to the desired location and releasing To exit desktop sharing click Exit and Return to Main
15. n Quick Start The Close Quick Start dialog box appears Click on _ the Yes button to continue Click on View on the main menu followed by Open InterCall Quick Start View panels Click on View on the main menu highlight Panels and select the panel you would like to view Note Reset to default resets the screen to the default panel layout while Minimize all minimizes all panels Manage the Meeting NAVIGATING THE POWERPOINT PRESENTATION If you want to page Then Advance to the next PowerPoint slide or _ Click on the Next Page button Go back to the previous PowerPoint slide Click on the Previous Page button or page Navigate to a slide or page other than the Click on the drop down box highlight the next or previous one desired slide or page and click The PowerPoint presentation or document either advances or goes back to the selected slide or page D Course objectives O3 Course objectives lt continued gt O4 Whois the instructor 05 Who are the participants 06 Course agenda OF Questions 08 Using Quick Start 09 Questions 10 Sharing content EDITING YOUR PREFERENCES If you want The sound to only be played when you are not viewing the chat panel The sound to only be played for the first message in a thread A sound to always be played when you receive a chat message To chang
16. n the Invite SME icon Invite SME gs r b aq ee AA m P i i Wwite SUOTECt Matie EX DETS 1 I The Invite Subject Matter Expert dialog box appears 3 4 5 6 Use a searching option to find a SME if necessary or click on the Show All button to show all SMEs To search by last name type the first letter of the last name or the entire last name of the person you want to invite in the Name textbox To search by product enter the product name or part of the name you need expert advice about in the Product textbox To search by description enter key words that describe the experts role Such as a job title in the Description textbox Click on the Search button if you opted to search fora SME Your search results are displayed and are sorted alphabetically by name Click on the SME you want to invite Select an option s for inviting the SME To include an email invitation i 2 3 4 Select the checkbox next to the SME s email address if necessary Click on the Invite button The SME receives an email with a link to your meeting and a request to join The SME clicks on the link to join the meeting To send an IM J oO o1 BR W PO Use the status icons to verify the SME is online Double click on the icon to open a chat window Type a message or use the default message Click on the Send button The SME receives an
17. nd click 4 Type your message 5 Click on the Send button Your message appears on the Chat panel Note Any messages you receive appear in the Chat panel as well SENDING TRANSCRIPTS 1 Click on File on the main menu 2 Click on Send Transcript The Send Transcript dialog box appears 3 Select the checkboxes next to the files you would like to attach to the meeting transcript 4 Click on the OK button An email message opens with A blind copy addressed to you and all participants The subject pre populated All selected files attached The transcript in the body of the email message Enter any email addresses you would like to include in the To field 6 Click on the Send button O1 ENDING YOUR MEETING To end your meeting 1 Click on File on the main menu 2 Click on End Meeting The End Meeting dialog box appears 3 Select the radio button next to End this meeting for all participants 4 Click on the OK button The Save Meeting Files dialog box appears asking if you would like to save the following if applicable to My Documents Shared documents InterCall Chat Notes To save the meeting data and or files j 2 Select the checkbox es next to the file s you would like to save Click on the Browse button choose a location for the data and or files and click on the OK button 3 Click on the Yes but
18. participant s name click on the To button and click on the OK button 3 Click on the Invite button Note You can also click on the Copy Link button to copy and paste the link into an instant message Phone To invite participants by phone 1 Click on the Invite by phone icon Invite by phone Add participants to your audio conference Just call them and ask them to 1 Go to httos ic test0 webex com ic test02 2 Enter the meeting number The Invite by Phone dialog box appears 2 Enter the participant s name in the textbox provided 3 Click on the Country Region button if necessary Select a country and click on the OK button This sets a new country code 4 Enter the participants phone number in the textboxes provided 5 Click on a button at the bottom of the dialog box to proceed To call the participant to invite them to the meeting 1 Click on the Call button 2 WebEx calls the participant Once the participant joins the teleconference the status box says Connected 3 Click on the Conference button To invite another participant to join by phone complete steps 2 5 at the top of this page To clear the information you just entered click on the Clear button To cancel the call click on the Cancel button InterCall INVITE SMES To invite a SME j 2 Click on the Invite SME tab Click o
19. s are listed Click on the Send button Note You can also click on the Copy Link button to copy the meeting URL and paste it into an IM Share Content There are three ways to share a presentation or document You can share a document Via the Quick Start tab By clicking on the Share Document button Via the main menu VIA THE QUICK START TAB Inter Call To share a presentation or document via the Quick Start tab 1 Click on the Quick Start tab if necessary 2 Click on Launch Sales Presentation Launch Sales Presentation Show presentations documents and rich media The Share Presentation or Document dialog box appears 3 Locate the document select it and click on the Open button The document appears on a new tab Note If you open a PowerPoint presentation that includes PowerPoint notes the Panels button appears orange Click on the Panels button and then select PowerPoint Notes The PowerPoint Notes panel opens displaying your PowerPoint notes for the current slide To change the font size of your PowerPoint notes select an option from the Font Size drop down box To close the document click on the x in the upper right corner of the tab The WebEx Meeting Manager dialog box appears asking if you want to save the current document To save the current document 1 Click on the Yes button The Save Document As
20. tion or document click on the x in the upper right corner of the tab The WebEx Meeting Manager dialog box appears asking if you want to save the current document If you _ Then Want to save the current document _ Click on the Yes button navigate to where you would like to save the document and click on the Save button Do not want to save the current document Click on the No button Decide you do not want to close the Click on the Cancel button document after all Note If you would like to access more information about sharing presentations or documents click on the Learn More link on the Quick Start tab Learn More Sharing an application To share an application via the Quick Start tab 1 Click on the Quick Start tab if necessary 2 Click on Conduct Demonstration Conduct Demonstration Tep b a ym n lirat Ac Demonstrate select APP HCAllONns i The Application Share dialog box appears 3 Select an application from the list of running applications If you want to share a new application that is not currently running click on the New Application button and then select the application 4 Click on the Share button Application sharing starts and the following appear The SHARING button The icon tray The SHARING button InterCall SHAR IMG To select a different application 1 Click on the SH
21. to shared documents personal conference number ac recordings to sales portals slides to shared presentations address book adding contacts InterCall TRANSFERRRING FILES To transfer files click on File on the main menu followed by Transfer The File Transfer window appears on your computer and on all participant computers To transfer a file 1 Click on the Share File button The Open dialog box appears 2 Locate the file you would like to transfer 3 Select the file 4 Click on the Open button The file appears in the File Transfer window
22. ton If you not want to save the meeting data and or files click on the No button If you do not want to end the meeting click on the Cancel button If you have not sent the meeting transcript the Meeting Transcript dialog box appears asking if you want to send the transcript If you want to attach meeting data and files to the transcript 2 3 Select the checkbox for this option Select the checkboxes next to the meeting data and files you want to attach Click on the Yes button An email message opens with A blind copy addressed to you and all participants The subject pre populated All selected files attached The transcript in the body of the email message Enter email addresses you would like to include in the To field Click on the Send button If you do not want to attach meeting data and files when sending the transcript 2 3 Ensure the checkbox for this option is de selected Click on the Yes button An email message opens with A blind copy addressed to you and all participants The subject pre populated The transcript in the body of the email message Enter email addresses you would like to include in the To field 4 Click on the Send button If you do not want to send a meeting transcript click on the No button If you do not want to end the meeting after all click on the Cancel button To leave your meeting You can le
23. want to send a meeting transcript click on the No button If you do not want to leave the meeting after all click on the Cancel button Handling Administrative Tasks OPENING A DOCUMENT OR CHAT Document Execute the steps listed in the table below to open a document Step Action 1 Click on File on the main menu 2 Highlight Open 3 Click on Document The Share Presentation or Document dialog box appears 4 Locate the document you would like to open 5 Select the document 6 Click on the Open button The document appears as a new tab on the far right side Note If you open a PowerPoint presentation that includes PowerPoint notes the Panels button appears orange Click on the Panels button and then select PowerPoint Notes The PowerPoint Notes panel opens displaying your PowerPoint notes for the current slide If you want to Then Change the font size of your PowerPoint notes Select an option from the Font Size drop down box Chat Execute the steps listed in the table below to open a chat Step Action 1 Click on File on the main menu 2 Highlight Open 3 Click on Chat The Open Chat dialog box appears InterCall 4 Locate the chat file 5 Select the chat file 6 Click on the Open button The saved chat appears in the Chat panel SAVING DOCUMENTS CHATS AND NOTES Documents 1 Click on Fil
Download Pdf Manuals
Related Search