Managing Assets

How to curate, publish, promote, and organize your sales enablement content

Assets Lists and Sorting by Engagement Statistics
This article covers how to enable and use engagement statistics when managing your asset lists.  These statistics give you a relative sense of engagement ac...
Fri, 29 Aug, 2014 at 2:54 PM
Marking Assets as Internal
In some cases, you want to make assets available to the Sales team but not available for distribution to prospects.  Call scripts, internal pricing calculat...
Fri, 8 Aug, 2014 at 10:02 AM
Badging Assets as New
Badging assets as New is a great way to call attention to your most important assets so your Sales Users can quickly find them in Salesforce.  Here's h...
Fri, 8 Aug, 2014 at 10:22 AM
Bulk Publishing of Web Assets
The KnowledgeTree Success team can help get your web assets published quickly for you! All you have to do is ask! Simply compile all your web assets into ...
Fri, 8 Aug, 2014 at 10:41 AM
Renaming Assets
This article covers how to rename an asset you've added to your KnowledgeTree Manager account.  The name of the asset will be visible by Sales Reps...
Tue, 19 Aug, 2014 at 2:46 PM
Deleting a Rule from the Rule List
This article describes how to permanently delete a rule from the rule list in KnowledgeTree Manager.  Deleting rules that you no longer use is a good way to...
Tue, 10 Feb, 2015 at 2:00 PM
Removing Assets from KnowledgeTree Manager
This article covers removing assets from your KnowledgeTree Manager account.  If you would like to hide assets from your Salesforce users but keep those ass...
Fri, 29 Aug, 2014 at 2:48 PM
Publishing and Unpublishing Assets to Salesforce
Once you have assets imported into your KnowledgeTree Manager account you can publish them to Salesforce.  An asset published to Salesforce becomes availabl...
Wed, 20 Aug, 2014 at 11:21 AM
Assigning and Removing Rules from Assets
To assign rules you must first import rules from Salesforce. The rules you create and assign to assets determine when assets are recommended to a Sa...
Fri, 29 Aug, 2014 at 1:59 PM
Default and Asset Specific Email Templates
Email templates allow you to guide how your Sales team positions content when sharing with customers and prospects. There are two types of email templates i...
Fri, 12 Sep, 2014 at 4:18 AM