Share decks and videos
Keep your brand deck and promo videos in the Library, show them without signal, and send a buyer a link.
Your team's brand deck, promo videos and other files live in the Library. In the app, it's under More.
Show a file. Tap it to open it: videos play, decks and images open full screen. To show it somewhere without signal, tap Save to phone first. Saved files stay on the phone until you remove them.
Send a buyer a link. Tap Share, tick the files, pick the account and add a note. The link opens a page in your company's branding where the buyer can watch the video or open the deck on any phone or computer, with your contact details underneath. It works for big videos that are too large to text or email.
On an account, you can also tap Share, then Files from the library. Shares for an account show on its page, with how many times the buyer opened the link and when they last did.
Sharing works without signal too: the link works once your phone syncs.
For admins: adding files. In the portal, open Library and choose Choose files. Decks work best as PDFs, because every phone can open them; PowerPoint and Keynote files download instead. Videos can be MP4 or MOV. Each file can be up to 2 GB, and a team can keep 25 GB. Give each file a clear title, and use the arrows to put the most important first: reps see them in that order.
The Shared tab lists every link reps send, for which account, and whether it was opened. Deleting a file removes it from links already sent.