Content Experience Platforms Resources

No I do not have

Hello Scott, I would suggest gathering all the relevant pieces of collateral in a Collection prior to your presentation. A Collection is a personalized presentation you create by mixing and matching marketing-approved content and your own uploaded assets, including documents, document pages, slides, videos, etc. It allows you to have all the relevant content in one place, resulting in easy navigation and a coherent sales conversation. You can create as many Collections as you want to prepare for every possible sales conversation. You can learn more about Collections, how to set them up, potentially even share them after the call via our Help Center article - https://help.showpad.com/hc/en-us/articles/211958269 Please feel free to reach out via our Help Center if you'd like to continue the discussion for your specific use case, or get in touch with your Showpad admin.

Hello Sam, As we do not store contact information in Showpad, this is not possible. But our following Help Center article explains how you can access your contacts in the supported Showpad apps: https://help.showpad.com/hc/en-us/articles/211958709 Keep in mind that this does not store the contacts in Showpad either, but uses the contact list to fill the email address while the user starts typing. I hope this is helpful! Please feel free to reach out to your Showpad admin you'd like to continue the discussion for your specific use case.