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SalesCenter

Frequently Asked Questions

Answers to Web Meeting Questions

Important Info
SalesCenter is specifically tailored for the sales meeting environment. Below are frequently asked questions about how to use and access this web conferencing solution.
 
  1. How does SalesCenter differ from MeetingCenter?
  2. What do I need to host or attend ameeting?
  3. Can I use Internet phone (VoIP) for the audio in my meetings?
  4. Can I use Microsoft Outlook or Lotus Notes to schedule meetings?
  5. Can I schedule a meeting on behalf of someone else?
  6. Can I control who my attendees chat with?
  7. How can I tell if a subject matter expert (SME) is available so that I can invite them to a sales call?
  8. Can I search for a particular SME?
  9. How can I prevent uninvited attendees from joining my meeting?
  10. Can I invite anyone as a sales team member without requiring them to have an account on theWebEx site?
  11. What's the difference between sharing documents and applications?
  12. Can I change documents as I share them?
  13. Can I share more than one document or presentation at the same time?
  14. After I annotate documents or presentations during a meeting, can I save them to my computer?
  15. Can I show animations and slide transitions in presentations?
  16. Can I request attendees to share their document or application or desktop?
  17. As a host, can I share my video with all participants?
  18. Can attendees share their video in a meeting?
  19. How can I invite prospects to my portal?
  20. What kinds of files can I put in my portal?
  21. Can everyone access my portal?
  22. Can my prospects invite other people to my portal?
  23. Can I reject or expel someone from my portal?
  24. Can I see a report that shows who has accessed and downloaded content from my portal?
  25. Do the people that I invite to my portal have to register?
  26. Can I change the email templates that are associated with my portal?
  27. As a portal owner, do I have the ability to receive notification on portal activity?
  28. Can portal members receive notification for any portal updates?
  29. Can I preview the being portal being created?
  30. Can I reorder the portal content?
  31. Can I publish a document or recording to multiple portals in one action?
  32. Can I edit a document or recording being used in multiple portals in one action?
  33. What affects the performance of my meetings?
  34. How can I test performance?
  35. What happens when my attendees have their computer monitors set to a different resolution than mine?
  36. Why do attendees sometimes see a yellow crosshatched pattern when I share applications?
  37. Can I use my keyboard keys to control an application on a remote computer? What hot keys can my customer use during a session?
  38. Why don't email notifications show the meeting time in the attendee's time zone?

Frequently Asked Questions

  • How does SalesCenter differ from MeetingCenter?

    SalesCenter provides the following additional features that are specifically tailored for the sales meeting environment:

    • Silent monitoring: join meetings that are already in progress. As you enter or leave a meeting, your audio is muted; you can hear phone conversations, but you cannot speak. You can also read chat messages and notes.
    • Attention indicator: shows when someone is not paying attention to your presentation. If a participant minimizes the meeting window or displays another window on top of the meeting window, the attention indicator displays next to the participant's name.
    • Subject matter experts: maintain information about subject matter experts (SMEs). SalesCenter then makes it easy to quickly find their contact information and invite them to a meeting when necessary.
    • Account and opportunity reporting: specify the team, representative, account or opportunities associated with a meeting and later track the information in reports.
    • Accounts and opportunities, you can associate accounts and opportunities with a portal. For example, if you have an account with ABC and are hoping to sell items to the Human Resources department, you might specify the "human resources" opportunity with the portal description.
    • Prospect and personal communication portals: set up a personal Web page that displays information and documents that are intended for particular prospects.
    • Private team chat and notes: privately share notes and chat messages amongst the sales team during sales meetings.
    • CRM system integration, schedule or start sales meetings from your CRM system including Sales Force Automation.
    • (Optional) Sales Force automation: SalesCenter integrates with leading sales force automation tools makes it easy to add online sales calls to your existing business process.
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  • What do I need to host or attend ameeting?

    You will need to download the WebEx Meeting Manager. The first time you start or join a meeting, it is automatically downloaded to your computer. You can also download the Meeting Manager at any from your Support page.
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  • Can I use Internet phone (VoIP) for the audio in my meetings?

    No. VoIP audio is not available in Sales Center.
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  • Can I use Microsoft Outlook or Lotus Notes to schedule meetings?

    Yes. WebEx allows you to schedule or start sales meetings and invite prospects from Microsoft Outlook and Lotus Notes. To get started, see detailed instructions and download the installer from the Support page of your Sales Center service site.
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  • Can I schedule a meeting on behalf of someone else?

    Yes. You can designate someone else to schedule and start a meeting for you; this person is called the "alternate host". You can set this up on the My Profile page of the My WebEx tab.

    During meetings you can also transfer the host responsibilities to another person by "passing the ball"; to do this, click the person's name in the participant panel and assign the host role to them.

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  • Can I control who my attendees chat with?

    Yes. Normally attendees can chat with everyone in the meeting, but you choose to allow participants to chat with only:

    • Members of the sales team
    • Attendees
    • Specific attendees
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  • How can I tell if a subject matter expert (SME) is available so that I can invite them to a sales call?

    If you are installed WebEx AIM Pro Business, the ad-free business-class instant messenger that is integrated with Sales Center, you will see an icon next to the SME's name that indicates if the SME is online and available to help. You can click the SME's name to chat privately with the SME before they join the sales call.
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  • Can I search for a particular SME?

    Yes. When you designate that someone is a SME, you can add information about SME's area of expertise. You can then search for that information to identify the appropriate SME.
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  • How can I prevent uninvited attendees from joining my meeting?

    To prevent uninvited attendees from joining a meeting you can:
    • Specify a password that users must enter to join the meeting. That password appears in the invitation email message that WebEx sends to the people you invite.
    • Make the meeting "unlisted" so that only the people you invite know that it exists.
    • Restrict access to the meeting; once all invited attendees have joined, select Restrict Access on the Meeting menu to prevent others from joining the training session.
    • During the meeting you can expel unwanted attendees by selecting Expel on the Participant menu.
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  • Can I invite anyone as a sales team member without requiring them to have an account on theWebEx site?

    Yes. You can now invite anyone as a sales team member without requiring them to have an account on a WebEx site, as long as the Allow sales team member to join without an account option is selected in the site administration options.
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  • What's the difference between sharing documents and applications?

    With document sharing, attendees can see the document, but you can't change it. With application sharing, you share the application that you used to create or change the document; as you change the document, your attendees see your changes. Application sharing uses more bandwidth and therefore can affect the overall performance of your meeting.

    You can share virtually any type of document or application, but those that stream video or audio may not display appropriately. To share streaming content, use WebEx "Web content sharing" which displays the content in a Web browser on each attendee's computer. All you have to do is select Web Content from the Share menu, enter the URL of a Web site that contains the streaming content, and your attendees can see it in their own browsers. You can share many documents or presentations at the same time; each document or presentation appears on its own tab in the content viewer.

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  • Can I change documents as I share them?

    Yes. From the Meeting Manager's Share menu, select Application and then use the application that you used to create the document to change it. Your attendees will see your changes, and if you grant them the privilege, they can even control the application for you.
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  • Can I share more than one document or presentation at the same time?

    Yes.
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  • After I annotate documents or presentations during a meeting, can I save them to my computer?

    Yes. To save documents or presentations that you annotated, on the File menu, select Save. To view the saved file from your desktop, simply double-click it. The document or presentation appears in the Meeting Manager's Document Viewer.
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  • Can I show animations and slide transitions in presentations?

    Yes. If you share a Microsoft PowerPoint presentation, attendees can see the animations and slide transitions. You can also use the WebEx application sharing feature to show animation and slide transitions; just display the presentation in your slide-authoring application and then run the slide show.
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  • Can I request attendees to share their document or application or desktop?

    Yes. You can request attendees to share by right-clicking on their name in the participant panel and then selecting the sharing mode (whether it is document, application, or desktop sharing).

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  • As a host, can I share my video with all participants?

    Yes. You can share your video, provided you have a web cam from within the meeting client with all participants.

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  • Can attendees share their video in a meeting?

    Yes. A host can request any attendee to share their video by right-clicking on their name in the participant panel and then selecting the Request attendee to share their video option.

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  • How can I invite prospects to my portal?

    You can invite people when you create the portal or at anytime after that. The people you invite will receive an email invitation that contains a link to the portal.

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  • What kinds of files can I put in my portal?

    You can add any type of file, including recordings, in your portal.

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  • Can everyone access my portal?

    Only people that you invite, who have a valid username and password, can access your portal.

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  • Can my prospects invite other people to my portal?

    Yes. If you enable this feature, your prospects can invite others to your portal. You can, however, require that you approve all requests before anyone else accesses your portal.

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  • Can I reject or expel someone from my portal?

    Yes.

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  • Can I see a report that shows who has accessed and downloaded content from my portal?

    Yes. You can run portal reports. If you have more than one portal, you can see reports that show information about all your portals at once.

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  • Do the people that I invite to my portal have to register?

    No. You can require that all or only certain people need to register.

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  • Can I change the email templates that are associated with my portal?

    Yes.

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  • As a portal owner, do I have the ability to receive notification on portal activity?

    Yes. You can set the Notify Me option for each document or recording or links in a portal such that if it’s accessed by any portal member, you can receive email notification.

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  • Can portal members receive notification for any portal updates?

    Yes. You can set the flag when editing or adding new content after portal has been created such that portal members receive email notification for new/updated portal content.

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  • Can I preview the being portal being created?

    Yes. You can either preview the portal at the creation of portal time or while updating the portal content.

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  • Can I reorder the portal content?

    Yes. You can reorder the portal content both at creation time or while updating the portal content.

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  • Can I publish a document or recording to multiple portals in one action?

    Yes. You can publish any document or recording to one or more portals at the same time from the sales portal library.

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  • Can I edit a document or recording being used in multiple portals in one action?

    Yes. You can edit any document or recording being used in multiple portals such that all portals referencing that document or recording are updated automatically with the new one from sales portal library.

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  • What affects the performance of my meetings?

    Some of the factors that affect performance include:

    • The speed of your computer's Internet connection
    • Internet traffic
    • Performance of your firewall and proxy servers

    Although you may have a high-speed connection to the Internet, there may be congestion or packet loss on the Internet. You usually can't do much about it other than to inform your network administrator or Internet service provider. Congestion is often transient and resolves itself over time. You should, however, report serious or persistent problems.

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  • How can I test performance?

    Use a route tracing utility, such as Trace Route, to determine where problems are exist between your computer and the WebEx servers. The utility sends data from your computer and measures the time it takes to for the data to reach the WebEx server. Ideally, it should take between 1-60 ms for the data to reach the server. If it takes between 60-100 ms, your connection is slow. Times longer than 100 ms are unacceptably slow. If you continue to experience poor performance, contact your network administrator. To run Trace Route on Windows, open a command prompt and then enter "tracert your_site_URL" (where "your_site_URL" is the address of your WebEx service site). Make sure that you place a space after "tracert".

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  • What happens when my attendees have their computer monitors set to a different resolution than mine?

    Attendees can see your desktop or application no matter which resolution they are using. For best results set your monitor's resolution to 800x600 pixels.

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  • Why do attendees sometimes see a yellow crosshatched pattern when I share applications?

    The crosshatched pattern is the shadow of a window that is in front of the application that you are sharing. Just close the window and the pattern no longer appears.

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  • Can I use my keyboard keys to control an application on a remote computer? What hot keys can my customer use during a session?

    Hot keys are keyboard keys that can be used to quickly:

    • Leave sessions: Ctrl + F10
    • Start chat sessions: Ctrl + F8
    • Close the chat window: Ctrl + F3
    • End file transfer sessions: Ctrl + F7
    • Close the application or desktop sharing windows: Ctrl + F9
    • Bring the chat window to the foreground: Ctrl+Shift+F3
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  • Why don't email notifications show the meeting time in the attendee's time zone?

    Meeting times automatically appear in the host's time zone because we cannot determine each attendee's time zone.

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