SociaLinks

How to Create a SocialLink

How does the Social Link work?

Sometimes you may have an opportunity to connect with prospects on a social platform such as Linkedin, although you do not have their email IDs.
For this, you can generate a link to a pitch, to use while connecting on social platforms.
The link opens a pitch that the prospect can view, but discussion rooms are not enabled.
To enable the discussion rooms the viewer must "opt-in", by submitting their email ID.
This creates a unique link and the pitch converts into a normal pitch with all functions enabled.

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Click Pitches.
Select a pitch that you want to post as a social link.
Click the "Create Social Link" button.
Click the "Create Social Link" button again on the panel.
You are shown the contacts from your address book.
Choose a contact.
You can choose only one contact at a time.
Click "Done".
You are shown a message-composing panel.
This message will be displayed in the buyer-seller discussion channel when the recipient opens the pitch.
Click "Create".
The social link is generated.
You can copy this link and paste it as a part of your message on a social platform such as Linkedin.