Create new sales material

Document tags represent fields from the application that you would like automated in your sales material. Nearly every field in the software has an associated document tag. All document tags are enabled and ready to be added to your templates

Adding a document tag to a template

1. Select Admin (from the left navigation menu) | Document Tags
2. In the search bar enter "account" and the list will narrow to show account document tags related to account fields
   
   
   
   
3. Lets copy the document tag <accountname>
4. Insert <account name> in your word or powerpoint template to automate the account name into your sales material
5. Save your template and continue below to upload your new Sales Material

Tip: Document tags are made easy by remembering they always are:

• surrounded by angle brackets <accountname>
• lower case
• contain no spaces

Uploading new Sales Material

Note: Supported file types are .ppt, .pptx, .doc, .docx

• Select Admin (from the left navigation menu) | Templates
• In the top right corner click the plus action button
• Fields with * are required
  • Industry* shows the current document to users for a specific industry, or select the value All Industries to make the document available for every industry
  • Name* will be used by users to identify the document in place of the file name
  • Location* should be set to show the current document in the Opportunity
  • Stage* determines at which stage the document becomes visible to the user. Once the opportunity reaches this stage it will be visible for all remaining stages.
  • Upload a supported document type and click Create

Edit Existing Sales Material

• Select Admin (from the left navigation menu) | Templates
• Identify the Template and click Download
• Make any necessary changes to the document
• Back in the Selling To Zebras Application instead of adding a new template click Edit on the old template
• In the Upload section choose the new template and click Save