Article Overview

This article goes over how to set up a connector for an individual's Calendly, calendar, link. After set up this link can then be utilized to set appointments for the individual. 

Note: ***The ability to upload Sales Materials is only available to those who have the "data import" permission enabled***

The following video is a walkthrough on how to upload Sales Materials in your SalesRabbit account. 

Process

Step 1. Navigate to Sales Materials

To get to the upload page for sales materials in the Web App go to Sales Hub>Sales Materials. This page will list all of the sales materials you have uploaded and in what order they appear in the app. You can organize you sales materials by adding folders. 

Step 2. Add a Folder

To add a folder, click on the "Add Folder" button in the upper right-hand corner of the page. That will bring up options to give the new folder a Title, choose if you want it to be within an existing folder or "Parent Folder" (if not, leave it blank), and then click "Save Folder."

Once saved your folder will appear in alphabetical order on the Sales Materials page. 

Step 3. Upload Your Materials

Note: ***If you are uploading documents they need to be in PDF format and if they are videos they need to be in MP4 format for them to show up properly in the app.***

To add material click on the "Add" button in the upper right-hand corner next to the "Add Folder" button. That will bring up options to give the material a Title, select the folder you would like it to be organized in, and upload the file by clicking on "Choose File."

Once a file is chosen it will appear next to the "Choose File" button and you can hit "Save Material" to upload the file. It will then appear within its chosen folder on the Sales Materials page. 

Pro Tips

• If you ever wish to download, edit, or delete an uploaded item those options are on the right side of each item row.