Content Organization and Control

Articles

How to Personalize Assets
Empower sales reps to personalize assets and keep your messaging intact.  Create content with editable components so sellers can customize and add personal touches to specific sections to help them build deeper relationships wit...
How to Mass Content Management
Take mass actions to get content into the right hands faster with our Manage Content feature. It provides all the tools a content admin needs to maintain an organized content library.  The  Manage Content page allows you to quickly res...
How to Set Default Asset Access Settings
When ClearSlide is treated as your team's Content Library and single source of truth for Content , life becomes more streamlined. That said, we've all seen how content repositories can sometimes become sprawling and difficult to navigate...
How to Create a CRM Recommendation Rule
CRM  Recommendation Rules within ClearSlide make it easy for reps to find the right content at the right time. Rules ensure that the most relevant  Content is personalized and surfaced for any person your team is speaking with....
How to Tag an Asset
When a tagging structure is in place, Assets become much easier to find within ClearSlide. Tags can be created to correspond to particular sales stages, industries, document types, etc. There is no end to how a tagging system can be structured. Get ...
How to Create A Customizable Asset
This process allows you to add new text and image fields that can be modified by your reps, without giving them full edit access on the document. Use this process to prepare new documents you add to ClearSlide. Reps can then create customized versi...