How To Add Reusable Links

Modified on Wed, 26 Jun, 2019 at 2:42 PM

Step 1. Click on Documents, then click on Upload.


Step 2. Click on the toggle switch at the top of the page.


Step 3. Enter your link details

  • Link names may only contain letters, numbers, spaces, and hyphens
  • Tags allow you to easily search for your link
  • IMPORTANT: make sure your URL starts with "https://" or "http://"
  • Global links will automatically be added to every lead

Step 4. Click on Create Link.


Step 5. Done!