In this article, we'll review how you can easily navigate around Avoma using the left hand navigation bar.
From there, we can jump down and look at your Playlist. Automatically it's going to take you to your Playlists. You can see any playlist that you have created for your own personal use, but we can also toggle and look at any that are created by your teammates or to which you have subscribed.
Next down the line is templates. Again, we're always going to see the ones we create first in that main view, but we can toggle and see the rest of the org templates. So, you can look at any that the other team members have created, and that might be applied to your call notes.
If you are a premium or above licensed user, you have the Conversation Insights tab, which is where you'll be able to take a look at some of the data around the calls your team has been having. Here, we can look at the overall activity of meetings in more details about the interactions the team is having and where those talk tracks are going.
We can look at more specific topics like the demo pricing and how much time your team is spending on that. You can take a look at any keywords that you've been tracking and how much those are being discussed on calls by your customers. You can plan ahead and you can also look at custom trends and come up with your own custom searches. If you're curious, if they are a trend.
For business and higher licenses, you will also have access to the Revenue Insights tab, where you can see all your deals that are open in your pipeline. You can take a look at a lot of the data in here and see some of the recent conversations that I've been having, as well as, the likelihood that those are going to close on time.
As we go further down, you'll see some of the other things like Quickstart, which you would have already have completed. You can also come down to Refer and Earn, which is where you can earn a little bit of money back by sending more customers our way, get an extra 10 percent commission for their signing up.