Adding Google Docs or Slides to Strategic Insights

You can add Google Docs and Slides to Zebrafi. When added to Zebrafi every Account can have a unique instantiation of your account or opportunity planning document created right from Zebrafi.

1. Download your Google Slide or Doc file to .pptx or .docx

2. Go to admin>sales material>  and click + to add a new document template

• Solution- Do you want this Document to appear for only one Solution, or check the blank option and check the box for always include to show this document for 
• Name- Enter the name that will be visible to users and will be used to name the document template when opened with Google
• Format-
  • Select Google Docs to open the template via your users Google integration
• Category-
  • Sales Material-Customer Facing
  • Strategy- Internal Facing
• Location- Select if the document should show at the account level, opportunity level, or contact level
• Stage- Select the stage at which you want the document to be visible to users. Select the first stage to make it visible immediately.