When you login to Recapped, you will initially be taken to your dashboard. This is your control center where you will be able to create your workspaces, view all deals, review data, and update any administrative settings.

The ‘New Workspace’ button is where you go to create all your new workspaces. Each workspace corresponds to an opportunity/engagement. If you’re using Recapped for selling you would create one workspace per opportunity. If you’re using it for implementations, you would create 1 workspace for each of the accounts you are onboarding.

The ‘Next Steps’ tab is where you can view and manage all existing tasks.

The ‘Insights’ tab is your reporting page. From here you can view engagement scores for all of your workspaces. You can also track your workspaces’ progress and next steps of each deal.

The ‘Library’ tab is where all of your Templates and Content will live. Here you will also find content saved and the default templates created by our Recapped team. Your account administrator can help you manage your template and content library.

The ‘Settings’ tab is where you can review your account settings, upload custom branding, and manage integrations. You can also update your contact information, upload a profile picture, and set notifications.

If you need further assistance while on your dashboard, you can click the help icon and let us know.