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How to Upload and Access in-App Materials

Posted by scott.porter | September 16, 2021

Upload and access sales materials in our iOS and Android app

If you already have the SalesRabbit app but need help navigating it better, this article covers how to upload sales materials in your SalesRabbit account and view your materials quickly and easily in our iOS and Android apps. Check it out now!

Uploading Sales Materials

Here you’ll get a walk through of how to upload sales materials in your SalesRabbit app. Keep in mind, the ability to upload sales materials is only available to those who have the “data import” permission enabled.

Step 1. Navigate to Sales Materials

To get to the upload page for sales materials in the Web App go to Sales Hub>Sales Materials. This page will list all of the sales materials you have uploaded and in what order they appear in the app. You can organize you sales materials by adding folders. 

Step 2. Add a Folder

To add a folder, click on the “Add Folder” button in the upper right-hand corner of the page. That will bring up options to give the new folder a Title, choose if you want it to be within an existing folder or “Parent Folder” (if not, leave it blank), and then click “Save Folder.”

Once saved your folder will appear in alphabetical order on the Sales Materials page. 

Step 3. Upload Your Materials

Note: ***If you are uploading documents they need to be in PDF format and if they are videos they need to be in MP4 format for them to show up properly in the app.***

To add material click on the “Add” button in the upper right-hand corner next to the “Add Folder” button. That will bring up options to give the material a Title, select the folder you would like it to be organized in, and upload the file by clicking on “Choose File.”

Once a file is chosen it will appear next to the “Choose File” button and you can hit “Save Material” to upload the file. It will then appear within its chosen folder on the Sales Materials page. 

Pro Tips:

  • If you ever wish to download, edit, or delete an uploaded item those options are on the right side of each item row. 

Viewing Sales Material in the App (Android)

This article will outline how to view any uploaded Sales Materials on your Android device.

 **Note: To view the Sales Materials in the app, they must be downloaded to your device.** 

Step 1.

Click on the three horizontal bars in the upper left-hand corner of the screen. 

Step 2.

Inside of the menu bar click on “Tools”, then select “Sales Materials” 

Step 3.

In the “Tools” section make sure it says “Sales Materials” at the top of the screen. To ensure your Sales Materials are up-to-date click the refresh icon (two arrows circling) in the upper right-hand corner of the screen. Then your Sales Material will begin to download to your device.

Viewing Sales Materials in the App (iOS)

This article will outline how to view any uploaded Sales Materials on your iOS device. To view the Sales Materials in the app, they must be downloaded to your device.

Note: ***When you first log into the app or if you have added materials from the last time you updated it will prompt you to update your Sales Materials. If you choose “Update” it will start downloading them immediately. If you choose “Later” then you have to download them manually.***

Step 1. Navigate to More

Click on the three dots in the bottom right-hand corner of the screen.

Step 2. Getting To The Sales Materials

Inside of the “More” menu, click on “Tools”, then select “Sales Materials”

Step 3. Viewing Your Sales Materials

To ensure your Sales Materials are up-to-date click the refresh icon (two arrows circling) in the upper right-hand corner of the screen. Then your Sales Material will begin to download to your device. Click on the folder or item that you would like to view.

Pro Tips:

  • When downloading you can see the progress through the status bar in the middle of the screen. The number in red next to “Tools” icon will also tell you how many materials you have left to download.
  • When you click on a PDF, the file will populate in a file format, ideal for customer viewing. The file can be forwarded or printed using the icons in the upper right hand corner of the app.

Access our Help Center

If you have different questions you need answered, contact our support team at (801) 418-9009 or email them at support@salesrabbit.com for assistance. Or to learn more about what we can do for you and your sales process, schedule a demo for free. If you’re already a SalesRabbit user, login to our Help Center and get unlimited SalesRabbit resources.

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