You can customize sales sheets with your title, product description, brand logo, and contact information. Watch this video to learn how.

Alternatively, follow these steps to access the sales sheets:

  1. From the homepage, hover over the navigation menu item “Sales Playbooks.”

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  1. Click on “Product Playbooks” or “Sales Playbooks” from the drop-down menu.

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  1. For product playbooks, find the product you want to learn more about and click on the product’s tile.

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  1. For solution playbooks, under the business size or industry, select the tile relevant to your search.

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  1. You will find a list of assets that you can take actions on. Click on the customize and download action icon on the sales sheet.

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  1. From the preview window, click on “Customize & download.”

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  1. Edit the header and the product description by clicking on “Edit.”

Tip: Include your company name to further promote yourself.

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  1. Whenever you finish an edit, make sure to click “Save.”

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  1. To update the preview with your edits, click “Save & Refresh Preview.”

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  1. If you wish to update your company logo and contact information for this sales sheet, you can do so under “Assets.”

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  1. To download the customized sales sheet, click on “Download.”

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