How To Add Reusable Links

Step 1. Click on Documents, then click on Upload.

Step 2. Click on the toggle switch at the top of the page.

Step 3. Enter your link details

• Link names may only contain letters, numbers, spaces, and hyphens
• Tags allow you to easily search for your link
• IMPORTANT: make sure your URL starts with "https://" or "http://"
• Global links will automatically be added to every lead

Step 4. Click on Create Link.

Step 5. Done!