Uploading Sales Kit on Mandate Settings

You will be able to add Project Details from here - Click to access  

Navigate to:

1. Why do we need to upload the document?

2. How to upload the documents?

3. How to delete an existing document?

1. Why do we need to upload the document?

Whenever a lead is interested in a project, he/she will request the agent to share the Sales kit with them. This can contain documents of project details,  brochures, floor plans, costing and payments sheets, and other project-specific details. The agent can select one or all from the Sales application and share them on the lead's WhatsApp/Email.

However, if there's a request from a lead for a document that doesn't exist with the Sales kit, the newly requested document can be uploaded from the dashboard and it'll be added under the selected project.

Sales Kit - Video

2. How to upload the documents?

When you will scroll down in the mandate panel, select one of these options - 

• +Upload Document,
• +Add Document URL.

Note: You can click on Test and check the Link URL for a specific document category. 

3. How to delete the documents?

Against any uploaded document, you will be able to see the view/test and delete options.

Click on the 'Delete' option, and then click on the 'Ok' in the pop-up to delete the respective document.

For any support on our products, please reach out to [email protected]

For any feedback, please reach out to [email protected]