Reporting files in Salesframe
Learn how reporting works in Salesframe. Users can report files that need attention, while admins define reporting categories and decide which admins get notified about which topics.
Best practices for video greetings in Salesframe
How to record simple, natural video greetings in Salesframe, where to add them in your deck and how to use them to stand out and be more memorable to customers.
Exporting a presentation to PowerPoint (.pptx)
See how to pick slides in Salesframe, export them as a new .pptx file and when it’s better to use a PowerPoint export instead of (or alongside) a shared Salesframe link.
How tracking works for shared Salesframe links
See how Salesframe tracks who opens your shared links, how long they spend on each part of your presentation and how you can use notifications and link history to time your follow-up.
Why sending links with Salesframe is safe and better than sending email attachments
Why sending a Salesframe link is safe, helps you track engagement and gives customers one simple place to open all your material.
Custom font submission
Upload licensed brand fonts so Salesframe shows your presentations with the correct typography.
Finding content and building a presentation
Learn how to find the right slides and files in Library, then build a presentation deck using both admin content and your own material.
Saving, presenting and sharing presentations
See how to save your deck, present it in fullscreen and share it as a tracked link or through your own email and messaging channels.
Managing presentations and tracking customer activity
Use My presentations to manage saved decks, control shared links and see who opened your material, when they opened it and for how long.
Using My Files for your own content
See how to use My Files to store your own content, organise it into folders and share selected material with colleagues.