Share a pitch or send it to your CRM
Send a colleague or client a link to the pitch, or put the company and its people straight into your CRM.
How to do it
- Open a finished pitch from your Library.
- Press Share at the top to share the whole pitch. To send one document, like the deck, press Share on that document instead.
- Press Copy link and send it however you like.
- To send it to your CRM, open the ⋯ menu at the top and press Push to followed by your CRM’s name. You first see everything it would write.
- Press Write it to your CRM to send it.
Good to know
- Whoever opens a link signs up first. They see that one pitch and nothing else in your workspace.
- A link to one document carries none of the research behind it.
- Revoke any link in Settings, then Sharing. It stops working at once, even for someone who already opened it.
- Pushing the same pitch again updates the records in your CRM instead of making new ones. The workspace owner connects the CRM in Settings, then Connectors.