Terret Homepage - Today's calls

Get the most from your day with Terret’s homepage. This quick guide shows how to view and manage your scheduled calls and related actions, following the steps demonstrated in the video.

Step 1: Open the Terret homepage to see a list of calls scheduled for today. The page displays the call time, call name, deal name (if there’s an associated deal), and participants’ names and roles. This information comes directly from your synced calendar.

Step 2: View your team’s calls by switching to the team tab. You’ll see similar details for all calls scheduled across your team.

Step 3: Quickly review an opportunity linked to a call by selecting the deal name within the list.

Step 4: Click the meeting name to open the meeting preparation page, which provides further context and resources for the upcoming call.

Step 5: To explore all scheduled calls, use the navigation option beneath the call list.

Step 6: For a broader look at your agenda, select View all upcoming calls. This displays more than just today's calls.

Step 7: Narrow down the list of calls by using the filter tool. Search and filter calls as needed for better preparation.

Return to the homepage anytime to get a quick overview or jump to relevant call actions. This process ensures you’re ready for every call and helps you stay organized throughout the day.