Want to take a file from your device or the web, and put it directly into a Digital Sales Rooms (DSRs)? You can!
In Sales Assist, you can upload:
Each file uploaded can be up to 25MB in size.
Create an Item from a file
- Head to the Rooms section (target icon) of Sales Assist
- Select an existing DSR or create a new one
- On the Manage Digital Sales Room 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 DSR.