Adding Resource Files

Modified on Wed, 28 Feb 2024 at 10:43 AM


Adding Files as Resource Documents that are not within the Narrative Flow of the Sales Pitch





See how the buyer views the pitch and resources here: https://pitchlinksupport.freshdesk.com/support/solutions/articles/65000186280-buyers-view-and-engagement-on-a-narrative-structure-pitch-


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You can then add other resources which will serve as supporting documents. These will not appear in your pitch flow, but the customer can access them for viewing. Technical specifications, price lists, engineering drawings and floor plans are examples of support documents, since these need not be a part of your main pitch, but are necessary to give the customer the whole picture.

While adding resources, you will have to store them under folders.
Click the folder field.
You can create a new folder by typing a new name and clicking plus, or
You can choose an existing folder.
In this demo, we select a folder.
From the files repository, select a folder.
Drag a file into the drop area to add it to the resources.

You may keep adding more resources, under appropriate folders.
Once done, click Next.

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