Content libraries are used to help sales consultants add valuable content to their sales quotes. The objective of content libraries are to centralise the development of resuable content, that would not normally be part of a Sales Quote Template.
For example, the administrator of the content libraries may provide a library of video (YouTube of Vimeo hosted) content embed as part of sales quotes to create high impact content to impress clients. This type of video content is best professionally produced, and will be a valuble resource for sales consultants that are always looking for ways to differentiate themselves against your competition.
The types are content libraries are:
This user guide topic provides information to manage the Video Content Library.
Does your user account have access to manage the Video Content Library?
Ensure your QuoteCloud user account has access to manage the content libraries, if you do not have access to manage the content libraries, ask your administrator to provide the access to this user role priviledge. Instructions to update a user role to assign rights to manage the Video Content Library are as follows:
Click on the Configuration menu on the Sales Quote Dashboard, then select the option Manage Users & Roles.