Help > Agent Tools > Sales Tools

Sales Tools is a convenient table of resources you can add and store for your agents to employ, such as policy documents, memos, standard agreements, and more. Storing files here gives your agents easy remote access to any needed files.

To create a new Sales Tool:

1. Click the Agent Tools tab
2. Click the Sales Tools sub item
3. Click “Create New” in the upper right corner of the Sales Tools view
4. Create a title for the tool
5. Enter a URL if the tool is a link to a site on the Web
6. Upload a document if the tool will be a readable document such as a PDF
7. Click “Create” on the bottom left of the Create Sales Tool view to save

Tip: If an agent is working in the field and has forgotten to bring any important paperwork, you can upload it to Sales Tools to give them instant access anywhere in the world.

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by admin

Posted on August 18, 2009 Filed Under Help | 2 Comments

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