Assets
Find answers to questions about assets.
What is an asset?Learn what assets are and how to use them.
How do I create an asset?Learn how to create assets that you can share with prospects and track whenever they engage with them.
How do I edit an asset?Learn how to edit assets.
How do I delete an asset?Learn how to delete assets.
How do I copy/duplicate an asset?Learn how to copy/duplicate assets.
How do I assign ownership of an asset to a team member?Learn how to assign/change ownership of an asset to a team member.
How do I save an asset as a template?Learn how to create a template from an asset.
How do I use asset search, tagging, and filtering?Learn how to search, tag, and filter assets.
How do I password protect my sales assets?Learn how to add passwords to your sales assets.
How do I set an external title and description for assets?Learn how to set external titles and descriptions for assets.
How do I preview an asset?Learn how to preview assets.
How do I share an asset with a prospect or customer?Learn how to share assets with prospects or customers.
How do I download an asset as a PDF?Learn how to download assets as PDFs.
How do I track views and engagements with live asset?Learn how to track views and engagements with live assets.
How do I track who is viewing my live assets?Learn how to track who is viewing your live assets.
How do I add/remove the bio and “Book a Meeting” bar from live assets?Learn how to add and remove the bio and “Book a Meeting” CTA bar from the bottom of live assets.