Want to take a file from your device or the web, and put it directly into a Sales Stream? You can!
In Sales Assist, you can upload:
Each file uploaded can be up to 10MB in size.
Create an Item from a file
- Head to the Sales Streams section of Sales Assist
- Select an existing Stream or create a new one
- On the Manage Stream page, select the Items tab
- Click Create an Item
- In the modal that appears, enter a document URL, or click the cloud icon to upload a file
- Enter a title and description, and choose (or upload) an image
- Optional: Click Add Context for Prospect to add contextual copy that will appear beneath the Item
- Click Create and Insert
That’s it! Your newly created Item has been added to the selected Stream.