Brand material

Brand material (in the main menu) is each brand's library of approved brochures, one-pagers and case studies, so everyone sends the current version.

Find material

1. Open Brand material. With more than one brand, choose the brand at the top.
2. Type in Search or pick a Tag.
3. Select a title to open the current file. Versions lists earlier files.

Add or update material

Members who manage brand material see these buttons.

1. Select Add material.
2. Fill in Title, Kind, Description and Tags (separate them with commas), and choose the File: PDF, PNG, JPEG, DOCX, PPTX or XLSX, at most 20 MB.
3. Select Save.
4. To replace the file, select Edit and choose a New version (optional). Earlier versions are kept.
5. To take something out of use, select Retire. Tick Show retired to find it and Restore it.

Send material to a customer

On a company or an opportunity, select Send material, tick the material and the contacts, and send it. Material of a deactivated brand cannot be sent.

Related

• Add and manage brands
• A brand's e-mail: sender and templates