Skarbe

Welcome to Skarbe! This guide will walk you through the essential steps to start using Skarbe effectively. Follow these steps to link your deals and contacts, upload media, record meetings, and generate insightful reports.

Connecting your CRM and other tools is the first step to sync all your deals, contacts, and companies in Skarbe.

- From the left-hand menu, click on the "Integrations" section.
- This will display all available integration options.

- Click on the "Connect" button next to your CRM (e.g., HubSpot).
- Follow the authorization prompts to allow Skarbe to access your data.

- After connecting, wait for all deals, contacts, and companies to sync.

1. Navigate to Integrations:
 - From the left-hand menu, click on the "Integrations" section.
 - This will display all available integration options.
2. Connect Your CRM:
 - Click on the "Connect" button next to your CRM (e.g., HubSpot).
 - Follow the authorization prompts to allow Skarbe to access your data.
3. Wait for Sync:
 - After connecting, wait for all deals, contacts, and companies to sync.

Step 2: Upload Media and Attach It to Contacts

Upload any relevant deal-related materials and link them to specific contacts to provide context and enhance the quality of insights.

- Click on the "Media Library" section from the left-hand menu.

- Click the "Upload file" button.
- Drag and drop files or browse to select files from your computer.

- Select the uploaded files.
- Click on "Attach to contacts" and choose the relevant contacts.
   

1. Go to Media Library:
 - Click on the "Media Library" section from the left-hand menu.
2. Upload Files:
 - Click the "Upload file" button.
 - Drag and drop files or browse to select files from your computer.
3. Attach Files to Contacts:
 - Select the uploaded files.
 - Click on "Attach to contacts" and choose the relevant contacts.

Record calls automatically to sync all information about the deal.

- In the "Media Library" section, click on the "Record meeting" button.
- Enter the meeting link (supports Zoom, Google Meet, Microsoft Teams, and Webex).
- Optionally, enter a bot name.
- Click "Record" to start recording the meeting.

Note: Zoom requires integration. For MS Teams, avoid using launcher links.

1. Record a Meeting:
 - In the "Media Library" section, click on the "Record meeting" button.
 - Enter the meeting link (supports Zoom, Google Meet, Microsoft Teams, and Webex).
 - Optionally, enter a bot name.
 - Click "Record" to start recording the meeting.
 Note: Zoom requires integration. For MS Teams, avoid using launcher links.

Choose one of the tailored report templates to generate detailed insights.

- Navigate to the "Reports" section.
- Click the "Generate report" button.
- Fill in the report name and choose a report template.
- Add sources for your report.
- Click "Generate" to create your report.
   

1. Generate a Report:
 - Navigate to the "Reports" section.
 - Click the "Generate report" button.
 - Fill in the report name and choose a report template.
 - Add sources for your report.
 - Click "Generate" to create your report.

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Ensure you include all conversations like emails, LinkedIn messages, Zoom calls, etc., to integrate these into your HubSpot.

Adding context to your contacts improves the quality of insights and suggestions from Skarbe.

- Ensure you include all conversations like emails, LinkedIn messages, Zoom calls, etc., to integrate these into your HubSpot.
- Adding context to your contacts improves the quality of insights and suggestions from Skarbe.

Contact us and we will help you get onboarded or answer your questions. Click the "Need help" button to reach out to our support team.

This guide will walk you through the essential steps to start using Skarbe effectively in your first session with product.

Step 1: Link Your Deals and Contacts

Step 2: Upload Media and Attach It to Contacts

Step 3: Record Meetings

Step 4: Generate Reports

Pro Tips

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