Latest articles from Uberflip Help Center
Sales Assist works best when integrated into your current sales workflows. And since so many of our users are working in Salesforce.com (SFDC) daily, we want to meet you where you’re at. This...
Learn More
In this article, we'll look at how to manage your existing Digital Sales Rooms (DSRs). This is also applicable for Portals, Streams, and Modules made with Sales Assist. Manage your DSRs In Sales...
Learn More
When crafting emails in Gmail, or perusing accounts in Salesloft, the Sales Assist Chrome extension will automatically search for Digital Sales Rooms (DSR) created for that company. No DSR for...
Learn More
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: PDFs PPT/PPTXs DOC/DOCXs XLS/XLSXs Each file...
Learn More
Want to gather information on a visitor before they dive into your content? Looking to ensure your Digital Sales Rooms (DSR) are only seen by prospects at the company you created them for? Gate...
Learn More
In this article, we'll look at how you can create your own content Items and templates in Sales Assist. Create and manage your own Items You can create your own content Items directly within Sales...
Learn More
In this article, we'll look at how you can keep track of how prospects are engaging with content you've shared through Sales Assist. There are two ways to do this: Track engagement in real-time...
Learn More
Using Sales Assist, you can create and customize your own personalized Digital Sales Rooms (DSRs) and share them with your prospects. This article will show you how. Create a DSR Sales Assist...
Learn More
Learn how to configure Sales Assist engagement notifications to enable enriched notifications, and how to disable tracking and notifications on Hubs where you don't use Sales Assist. Before...
Learn More
If you primarily use Outlook for your email outreach, you can use the Sales Assist Add-in to easily share personalized content right inside Outlook. Before you begin This guide is intended...
Learn More
Got a question about Sales Assist? Here are some answers to the most commonly asked questions about Sales Assist. When I create my own content Items, how does Sales Assist set the thumbnail...
Learn More
As a Sales User, you can use Sales Assist by Uberflip to easily find and share your organization's content with prospects. Get up and running with this handy quick start guide. Before you...
Learn More
As a Sales User, you can use Sales Assist by Uberflip to easily find and share your organization's content with prospects. Get up and running in under ten minutes with this handy quick start...
Learn More
