How to Add and Manage Materials in a Sales Room

How to Add Materials

Upload files and links to share resources

Follow these steps to add files or links to your sales room:

Step-by-step:

1. Upload Files:

   • Click the + button next to Materials.

   • Choose a file from your computer or a cloud service.

   • Note: File size must be under 400MB, and you can upload up to 10 files at once.

2. Upload Options:

   • File Upload: Add files from your device or cloud.

   • Link: Paste URLs for external resources.

   • Key Documents: Select files and links from your team’s Key Documents.

   • Other Rooms: Import attachments from other sales rooms.

     • Select one or more files to duplicate.

     • To view files from colleagues’ rooms, uncheck Show my rooms only.

Organize your sales room materials with folders and drag-and-drop tools for better structure.

Step-by-step:

1. Add Folders:

   • Click the three dots next to the material folder and select Add Folder.

2. Drag and Drop:

   • Rearrange files by dragging them to your preferred order.

   • Move files between folders or drop them into the primary area at the top.

3. Reorder Folders:

   • Use Reorder Folders to customize the display order of your folders.

Setting Visibility Permissions for Files and Folders

Control who can access your materials

Adjust visibility settings to ensure materials are available only to the intended audience.

Step-by-step:

1. Select the File or Folder:

   • Locate the item whose permissions you want to adjust.

2. Change Visibility:

   • Click Change Visibility.

   • Choose between:

     • Visitor (clients) visibility.

     • Internal (team members) visibility.

3. Optional Settings:

   • Enable or disable access for future visitors or team members.

4. Restrict Access by Default:

   • When uploading new files, check Hide from Visitors to restrict access to clients.