New Feature: Agent Video Placeholder

  • Ryan O'Grady Ryan O'Grady
  • Nov 02, 2018

We have upgraded the backend of ProposalPoint so each user can include a link to a YouTube video which will appear in their proposals under “Your Sales Team.” This means you can easily include a video where you introduce yourself and your services to your potential clients.

Each user has the ability to add or remove the video (as well as their other contact information like email, phone and social media) from their own profile.