Sales Assist: Create an Item from a file

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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: 

  • PDFs
  • PPT/PPTXs
  • DOC/DOCXs
  • XLS/XLSXs

Each file uploaded can be up to 10MB in size. 

Create an Item from a file

  1. Head to the Sales Streams section of Sales Assist 
  2. Select an existing Stream or create a new one
  3. On the Manage Stream page, select the Items tab
  4. Click Create an Item
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  5. In the modal that appears, enter a document URL, or click the cloud icon to upload a file
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  6. Enter a title and description, and choose (or upload) an image
  7. Optional: Click Add Context for Prospect to add contextual copy that will appear beneath the Item
  8. Click Create and Insert

That’s it! Your newly created Item has been added to the selected Stream.

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