• How to prepare a team meeting?

  Preparation is essential to maximize the effectiveness of your team meetings. On Incenteev, each participant can prepare in advance, ensuring structured and collaborative exchanges. Here's how to do it 👇 Access the relevant team In the Coaching section, select the team of your choice. Choose the meeting to prepare On the right, you will see upcoming scheduled meetings. Click on the meeting you want to prepare. Review existing preparations You can view preparatioFew readers

• How to create a coaching mission? (Mobile App)

  You wish to create a coaching mission for one or more of your employees? You can also create coaching missions for yourself. We'll show you how! 👇 Create a coaching mission for an collaborator Go to the Coaching section Select the name of one of your team members. Click on the "+" to the right of "missions in progress" Complete the mission: The title of the mission You can define a business objective (Example: call 10 prospects). This objective can be updated manually (byFew readers

• How to Share Content in a Team Meeting?

  The shared content feature on Incenteev allows you to centralize important information and integrate it directly into your meetings. With this intuitive tool, you can share files or key information with the relevant teams. Here’s how to share content 👇 Access the Shared Content Section In the organization administration under the coaching section, click on Manage Shared Content. Create New Content Click the + New Shared Content button to get started. You will be reFew readers

• How to comment a coaching mission?

  Want to comment an ongoing mission? We show you how it works! 👇 Go to the Coaching section. Select the name of your collaborator. Click on the mission you wish to comment. Write your comment in the dedicated space on the right of the screen. Click on Publish. See you soon on Incenteev! 😉Few readers

• How can I consult former coaching sessions?

  You want to consult former coaching sessions? We show you how it works ! Go to the Coaching section. Select the name of your collaborator. Under the list of the ungoing sessions, click on "View All Sessions". You will see the upcoming sessions and the already validated ones. By clicking on a session, you will be able to see the detail. See you soon on Incenteev ! 😉Few readers

• How can I consult former missions ?

  You want to consult former coaching missions ? We show you how it works! Go to the coaching section Select the name of your collaborator Select "view former missions" located in the bottom right corner of the screen See you soon on Incenteev !😉Few readers

• How to create a coaching mission

  You wish to create a coaching mission for one or more of your employees? You can also create coaching missions for yourself. We'll show you how! 👇 Create a coaching mission for an collaborator Go to the Coaching section Select the name of one of your team members. Click on the "+ Mission" button. Complete the mission: The title of the mission You can define a business objective (Example: call 10 prospects). This objective can be updated manually (by you or your collaboratoFew readers

• How to Use the "Sections" Feature in Coaching Sessions?

  The new "Sections" feature allows for better organization of items in coaching sessions. This documentation will guide you through the different steps of using this feature. Enabling Sections By default, items are added without sections. To enable this feature: Enable the "Activate Sections" option. A first section is automatically created. An "Add Section" button appears to create additional sections. Creating and Managing Sections Case 1: You Have No Items CreaFew readers

• All about the coaching feature

  At Incenteev, coaching is based on 2 components that complement each other 👇 The coaching sessions are discussions between the coach and the coachee. Note that you are also able to do collective sessions. The missions are specific activities that the sales person can carry out to improve. They are defined during each meeting, prioritize actions, and allow quantitative and qualitative improvements to be monitored over time. Coaching sessions 💬 A coaching session represents theFew readers

• How to create and plan a coaching session?

  When you click on the "Coaching" function in the left-hand menu, you first come to a list of your coachees. As a reminder, your list of coachees is made up of the people who are directly linked to you hierarchically. This list is based on the organization chart of your organization already set up in Incenteev and is generated automatically. As a reminder, only the coach can schedule a coaching session. To create and schedule a coaching session Choose the collaborator with whoFew readers

• How to complete a coaching session on mobile?

  You are a manager and you want to complete a coaching session with one of your coachees? You are in the right place, this article will show you how it works. ​ Go to the Coaching section, through the navigation bar at the bottom of your screen. Select the name of your coachee in the provided list. Select the coaching session you want to complete among those listed. On the page that appears, you can see: the agenda of the meeting; the missions that were created in tFew readers

• How to validate or delete a mission?

  You want to validate or delete a coaching mission ? We show you how it works ! Go to the coaching section Select the name of your collaborator if you are coach Click on the current mission that you want to validate or delete Click on "mark as done" at the bottom left of the screen if you want to validate the mission To delete the mission, click on the 3 points on the right of the screen and select "delete". See you soon on Incenteev! 😉Few readers

• All about coaching analytics

  As a manager, you can follow the coaching session activities you have with your coachees. If your team also has coachees, you can follow their analytics as well. This second feature is particularly useful to assist your managers in their coach role. Here is all you need to know about it 👇 How to access coaching analytics ? Go to the “Coaching” part on the left-hand menu. Click on the analytics icon in the top right-hand corner (or on the three dots, then on “Analytics”). Here you arFew readers

• How to automatically save items during a coaching session?

  What’s new Previously, you had to manually save each agenda item before moving on. Now, some item types are automatically saved as soon as you interact with them. 1) Affected item types ✅ Single choice / Yes-No / Scale / Evaluation criteria: Your selection is saved automatically, and the next item opens instantly. 📝 Text, Multiple Choice, Date, E-mail, Number, URL, File, Label, Content, External Link, Indicator: Still requires manual saving — click “Save & Next” .Few readers

• How to customize a coaching session?

  During the coaching session creation, you have to choose an existing template. However, you can customize this template to adapt it to your needs. Customizing a coaching session To create a new coaching session, you first have to select a template, that includes default questions. You still can customize this template by creating new talking points. These “ad hoc” points will be added to the agenda. Preparation and conduction are made the same way as usual. You and your coachee can alsFew readers

• Getting Started with Coaching

  On Incenteev, Coaching is made up of 2 key components that work together. Coaching sessions are the One on One conversations between managers and coachee. Action Plan or Missions are specific activities that a coachee can do to improve. They are set at the end of each meeting, they align on action and allow to follow qualitative and quantitative improvements in time. Coaching sessions A coaching session represents the One on One conversation between manager and coachee.Few readers

• How to complete a coaching session?

  You are a manager and you want to do a coaching session with one of your coachees? You are in the right place, this article will show you how it works. Go to the Coaching section, through the menu on the left of your screen. Select the name of your coachee in the provided list ("My coachees"). Select the coaching session you want to complete among those listed on the right of your screen ("Coaching sessions"). On the page that appears, you can see: the agenda of the meetiFew readers

• How to create a team?

  The teams feature on Incenteev allows you to organize your collaborators to maximize collaboration and efficiency. Thanks to an intuitive interface, you can easily configure teams. Here are the steps to create a team and start collaborating 👇 Access the Coaching section: Click on My teams to view or manage your existing teams. Create a new team: Click on the + New team button. Enter your team name: Once the name is entered, your team is automatically created and yoFew readers

• How to navigate between coaching sessions of the same template?

  Step-by-step guide 1️⃣ Go to the Coaching section from the main menu. 2️⃣ Open the coaching session you want to review. 3️⃣ At the top of the page, find the new “Session History” option 🕓 . 4️⃣ Use the navigation arrows ⬅️➡️ to move between all sessions linked to the same template, without going back to the main list. 5️⃣ The session title now displays the session date instead of the template name, making navigation clearer. 💡 Tip: this feature helps you track theFew readers