Meetings

Articles

Using Clear Slide's Integrated Meeting Audio
ClearSlide provides integrated conference lines directly in the meeting interface to make connecting with your customers even easier. Click on the "Call Info" phone icon at the top of your meeting screen to access both dial-in numbers and ...
How to Schedule a Meeting
You can schedule a meeting directly from within the ClearSlide platform, as well as from both our Gmail and Outlook email plugins! When using this feature, please be aware of the following two items relating to the conference access code and ...
How to Navigate the Meetings Dashboard
The Meetings dashboard allows you to manage activities for future, in-progress, and previously held meetings, hosted by anyone in your organization, from a view.  Getting Started   The default view of the Meetings dashboard is a list of...
Meeting Titles
Quickly identify meetings on our Meeting Dashboard using the assigned Meeting title. The title will default to the assigned Customer or Opportunity name when provided. If a meeting is not assigned to a Customer before the meeting ends, ClearSlide cr...
How to Collaborate Live with Mark Up
Give up to 4 additional meeting attendees access to our mark up tools to drive engaging and collaborative conversations that encourage attendees to do more than sit back and watch. Ask a decision maker to point out their biggest pain point, or poll...
How to Record Your Meeting
Recording your presentation is as simple as the click of a button, and it can be a helpful tool for personal growth and bolstering client relationships. Here are a few examples of when and why Meeting Recording is helpful 1. If one of your c...
How to Use the Meeting Recap
Get actionable insights into the success of your meeting and how your audience responded with ClearSlide’s Meeting Recap . Understand what resonated, where you may have lost momentum, and how your delivery compared on average. Replay key mom...
How to Take Control as the Meeting Presenter
Are you co-hosting a meeting with a colleague? Sharing presenter control has never been easier!  If your colleagues are logged into the same ClearSlide account while they attend your meeting, they can take control as the Presenter, w...
Measuring Viewer Engagement in Meetings
ClearSlide Meetings give you real time information on whether your viewers are paying attention (or not) while your meeting is ongoing. This engagement information is also available after your meeting on our Meeting Recap page.   Wondering ...
How to Allow Viewers to Screen Share
Doing a bit of role reversal in your meeting? It's easy to give your viewers permission to share their own screen via your ClearSlide meeting. To allow viewers to share their screens: 1. In the Attendees panel, toggle the Allow Screen Share b...
How to Mute in Live Meetings
This article covers the following topics: Mute Yourself  Mute All Attendees Mute Individual Attendees Mute Yourself: if you joined audio via the "Join Audio" button, click the microphone icon on the top middle of your meeti...
How to Use the Video Player and Clipper
Recorded customer calls can contain useful information including product feedback and examples of great sales pitches. The video playback and clipper features let you quickly jump to key moments of recorded calls and share them with colleagues and ...
How to Start Your Webcam
Looking to add a personal touch to your meeting? Use ClearSlide's webcam to show your face alongside the content you're sharing. To enable the webcam, click on the camera icon at the top of your meeting screen. The webcam is also avail...
Screen Share for macOS
This issue applies to Clearslide users who are running macOS Catalina (10.15) and are using Google Chrome. Follow these steps to enable screen share:  1.  Go to System Preferences, click the "Security and Privacy" icon  ...
How to Log In Person Meetings
If you're having an in-person meeting, where you might not necessarily have any participants on your Meeting Link , you can still present and track the meeting within ClearSlide! This will allow you to capture the Content you shared, date, ti...