Uploading Files to the Library

If you have a link you would like to add to a category folder in the library, please follow these steps:

Step 1: Navigate to the Library and choose the category folder you’d like to add the link to.

Step 2: Once in the category folder, click  New, and select Link.

Step 3: You will be directed to the following Link screen where you may paste the link, and type in a label. Once finished, click Submit. You’ll also notice the Redirect enabled checkbox. Select if a preview of the link does not appear. This will cause a Continue to appear which will redirect the user to the web page link inserted.

*Note: Adobe Flash URLs or video are not supported and will be redirected to the source link inserted.

Step 4: Once you submit the link, you”ll be directed to the following screen. Edit the Category, Description, or tags by hovering over the option and clicking the Pencil icon. When finished, click Done. Your link will be added to the category folder in the library.

*Note if a label or description is left empty, the fields will be replaced by the link’s label and description.

How to upload an external file to the library / category

If you have an external file (Microsoft Powerpoint, Excel, etc.) that you would like to upload into SalesHood, please follow these steps:

Step 1: Navigate to the Library and choose the category folder you’d like to add the file to.

Step 2: Once in the category folder, click  + New, and select File.

Step 3: You will be directed to the following Files screen where you may upload a new file, or add an existing file already in the SalesHood Library.

Upload file: Once you choose the file you’d like to upload, you will be directed to the following screen. Edit the Category, Description, or tags by hovering over the option and clicking the pencil icon. Once finished, click Done. Your file will be added to the category folder.

Using an Existing File:

Keep in mind that the file will be stored within SalesHood, but will not automatically update.

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