Brand material

Brand material holds each brand's approved brochures, one-pagers and case studies, so everyone sends the current version.

Find material

  1. Open Brand material in the menu.
  2. Choose the brand, then search or pick a Tag.
  3. Select an item's title to open its current file. Versions lists its earlier versions.

Send material to a customer

  1. On a company, contact or opportunity, select Send material (or New > Send material).
  2. Choose who it goes To and tick the Material.
  3. Add a Personal note if you like, and select Show the e-mail to read it.
  4. Select Send. Nothing leaves before that.

The Material sent tab of the company or deal, and the contact's page, show what was sent, to whom, and how often the link was downloaded.

Keep the library up to date

If your role manages material, Add material uploads a file (PDF, image, Word, PowerPoint or Excel, up to 20 MB) with a title, kind, description and tags. Each item also has Edit and Retire; Show retired lists retired items so you can Restore one.

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