Sales Materials

Article Overview

In this article, we will cover how to upload and manage your Sales Material on the web app, and how to access the material on the mobile app

NOTE: Only users with administrative access can add Sales Material to your SalesRabbit account.

Part 1: Sales Materials Permissions

In this section, we will go over how to edit the Sales Materials permission from the SalesRabbit Web App. This permission controls whether a role can manage/view Sales Materials for the account.

Go to hop.salesrabbit.com and log into your account.
From the left menu, navigate to "Settings" -> click "Roles & Permissions" -> choose the role you'd like to edit - > find the "Sales Materials" permission under the General section.
- View Permission: allows users to view previously uploaded Sales Materials from the Web App.
- Manage Permission: allows users to upload/manage Sales Materials from the Web App.
If any edits are made to a role's permission, click "Save" to apply your changes.

Part 2: Folder Creation

In this section, we will go over how to the Sales Materials Folder Tree. Creating designated folders allow users to better organize your Sales Materials.

Go to hop.salesrabbit.com and log into your account.
From the left menu, navigate to "SalesHub" -> click "Sales Materials".
Your folder tree will can be found near the middle of the screen.

Selecting on an existing folder allows users to create a folder within the selected folder using the "+ Create Folder" button.
- Note: users are able to create a folder within an existing folder as well.
When creating a new folder, provide a folder name -> click "Create".

When selecting an existing folder, users are able to:
- Use the "+ Create Folder" button to create another folder within the selected folder.
- "Upload" materials to the selected folder.
- Select the three dot icon to "Rename/Delete" the selected folder.

Part 3: Add Sales Materials

In this section, we will go over how to add and remove Sales Material into your account.

Go to hop.salesrabbit.com and log into your account.
From the left menu, navigate to "SalesHub" -> click "Sales Materials".

Clicking the "Upload" button will allow users to add any Sales Materials that your team may need.

Under "File Name" provide a name for your Sales Material.
- Note: file name oftentimes will default to the name of your uploaded file.
Under "Location", select the Folder this Sales Material will live under.
Under "File", click or drag the file into this area to upload your file.
Click "Upload" to save your new file.

If you ever need to edit, delete or download previously uploaded materials, click the three dots on the right hand side of the file and select the desired action.

- Supported Image:
  - JPEG (.jpg, .jpeg)
  - PNG (.png)
  - GIF (.gif), including animated GIFs
  - WebP (.webp), including animated WebP
  - HEIC (.heic)
  - TIFF (.tif, .tiff)
- Supported Documents:
  - PDF (.pdf)
- Supported Video:
  - MP4 (.mp4)
  - MOV (.mov)
  - 3GP (.3pg)
- Supported Audio:
  - AAC (.aac)
  - MP3 (.mp3)
  - MAV (.wav)

Part 4: Accessing Sales Material on Mobile

In this section, we will cover where to find and use the Sales Material on the Mobile App.

From the mobile app, using the menu at the bottom, click into "Tools".
Once in the Tools section, click into "Sales Materials".

You can now access your Folders (If you created any) and Sales Materials on the mobile app!
Just select the file(s) that you want to view
- Tip: select the star icon on any material to save it to your "Favorites" section.

(Your folder name will be different than what is displayed above)

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