Send out the sales pitch to prospects

Sending the Pitch as a Link to the Prospect

Steps:

To send a pitch to any prospect,

Click Pitches.
Select the Pitch to send.
Click the Send Button.

You can fill in the details of the recipient, or you can choose from your contacts.
Click "Add from Contacts".
Your contacts are listed.
If you have to add a new contact, click "New Contact".
Fill in the details of the new contact.
Click "Save".
Check the names to whom you wish to send the pitch.
A single instance of a pitch can only be sent to persons in the same company.
Click Done.

You can set an expiry date for the pitch.
After the set date the pitch will no longer be valid unless the prospect has engaged before that date.
In this demo, we do not set an expiry date.

You can decide whether the recipients of the link can further share the pitch within their company.
By default, this is allowed because it is common for several decision-makers to be involved in the buying process.
Write a mail to reach out to the prospects.
The pitch link will be embedded in this mail.
You can write the mail afresh or choose from drafts.
If you choose a draft, variables used in the draft will be replaced by actual data of the recipient when the mail is sent.

The link to the pitch is shown through a clickable button.

This button can be designed using the options at the bottom.

You can set your text to override the default shown.

You can set the color of the button, as well as the color of the text.

The designed button preview is shown on the right.

Click the Preview Mail button to see how the mail will look with the text formatting and the button.

Click "Close".

You can also upload a logo of the recipient company if you have it, to make the pitch more customized.

Click "Add Logo".

Select a logo.

Click "Open".

The logo gets added.

Click "Send Pitch"

The Pitch is sent to all the added recipients.