When a customer shows interest in a particular project, create an opportunity for the potential buyer by following the steps here.
Once an opportunity is created for the customer, you are able to share your sales kit to the primary customer via our share sales kit feature.
How to share sales kit
- Click the Customers icon on the side menu bar
- Click on the customer in the list that you would like to share the sales kit with
- Click on the options button located at the opportunity card
The customer must have an opportunity with at least a project name first
- Upload a pdf or jpg related to that project (max file size: 5MB)
This file will be shared across the company for anyone who has access to the customer and opportunities. It is for convenience that anyone with the same project name will be able to share the same file you have uploaded.
- You may click on the share icon to share the file via email, whatsapp or copy the link manually
Delete the file by clicking on the bin icon