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Sales Kit Module for Admins

Sales Kit Module for Admins

If there's a specific feature you want to learn about the Sales Kit Module, these video tutorials will be your guidebook.

How to Set Up and Make Use of Sales Kit

This video explains the use cases of Sales Kit and teaches you the steps on how you can create sharable sales kit material and sign up forms. With the use of Sales Kit, you can track employee's contribution via sign ups.

How to Create and Edit Folders & Files

This video is an admin guide on how to create and edit folders & files. This video covers how to create and edit folders and files in order for sales kit documents to be inserted into it.

How to Publish, Archive and Delete Folders & Files

This video is an admin guide on how to publish, archive and delete folders & files. This video covers how to publish, archive and delete folders & files in sales kit.

How to Monitor the Views & Shares by Employees

This video is an admin guide on how to monitor the views and shares by employees. This video covers how to monitor the views and shares by employees that have viewed and engaged with the sales kit documents.


How to Create Sales Kit Form

This video is an admin guide on how to create sales kit form. This video covers how to create sales kit form in order to be used by the individual that chooses to record any additional information regarding the document.