SupportHelp ArticlesRunning an Appointment
Resources
Resources is the on-appointment sales aid — company portfolio, certifications, awards, and per-product detail you can show the customer mid-conversation without leaving the appointment.
I'm a:
Awards on the company resource view Pending verification
Surface your awards and certifications inside the appointment.
Resources overview Pending verification
Where company resources, product resources, and support material live inside the appointment.
Showing company resources to the customer Pending verification
Pull up your company's portfolio, certifications, and warranty information mid-appointment.
Showing product resources, files, and detail views Pending verification
Open spec sheets, photos, and installation guides for individual products.