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Base Licenses

A Base license determines a user’s permissions in Highspot. Each user can have only one Base license at a time.  They are assigned to users through the default license or license-granting groups. Learn more in Licenses Overview. Administrators assign and manage licenses from the Company Settings > Licenses page. Learn more in Assign and Manage […]

Complete a Role Play Scenario (from a Spot or Lesson)

 License requirement: E2 with Copilot+, E3, E2 Agentic, or E3 Agentic. See Base Licenses. Once a manager or another user creates a Role Play Scenario, you can start practicing and submitting role plays.  When you complete a Role Play Scenarios, it yields one of two assessment types: a Role Play Practice or a Role Play […]

Create a Pitch Template

Pitch Templates help sales reps save time and maintain consistent, professional messaging. Each template includes prewritten text and curated content that reflect best practices, approved language, and brand standards. When creating an Email or Link Pitch, reps can select a Pitch Template in the New Pitch modal to automatically insert this messaging and content into […]