How to Create a Sales Stream

Step 1 - Log in.

If you want to create a Sales Stream from scratch, log in and look for 'Content' in the Hub menu on the left. Click the 'Sales' button to create a new Stream. 

Your menu might not look like this, depending on your account role. If in doubt, contact us (or your Team Lead).

Step 2 - Give it a Name and Description.

The more personal, the better. Use your prospects' name so they know this content is just for them.

Step 3 - Click 'Add Items'.

Once created, a screen opens that shows you the new Sales Stream, with the name and description at the top.  

Click  to start adding Items from your Hub.

Step 4 - Pick the Items.

In the pop-up screen that displays, click the circle at the top right of the Items you want inside your Sales Stream. As long as it's published and has a status of 'Show', it's fair game. Click the 'Add' at the bottom.

You're Done!

Once finished, your Sales Stream will look something like this:

Step 5 - The Easy Part.

Share. Sales Streams work with the Uberflip Platform Extension, so it's easy to start sending your Sales Stream to your prospects and contacts.

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Sales & Success Streams: The Basics
Sales & Success Streams: The Basics

Basic info about our newest feature: Sales Streams.

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Beyond Basic Sales Streams
Beyond Basic Sales Streams

Ready to get fancy with Sales Streams?

Ready to create hyper-targeted Streams?

Contact Us!