FAQ: Using KnowledgeTree

Content List Icon Guide
There are several icons in the recommended content list. Here is a guide that defines them. You will typically see the following images to the right...
Fri, 29 Aug, 2014 at 3:03 PM
Why Can't I Preview an Asset?
There are a few reasons why a preview could not be generated when previewing an asset You've added a large number of assets to KnowledgeTre...
Tue, 28 Jul, 2015 at 2:30 PM
View Notifications - Location Services
A great feature of KnowledgeTree is the ability to see when your prospect is viewing content and where they are viewing it from.   Occasionally, you...
Tue, 31 Mar, 2015 at 11:58 AM
Why am I getting so many view notifications from one prospect & from different locations?
A great feature of KnowledgeTree is the ability to see when your prospect is viewing content. However, you may find that you are getting several email notif...
Fri, 4 Mar, 2016 at 2:27 PM
Why am I not seeing any activities after I share an asset?
If you are not seeing Share, View and Download activities in your activity history in Salesforce, more than likely it is due to a permissions problem with y...
Tue, 28 Jul, 2015 at 2:32 PM
How are recommended assets ranked/ordered?
Assets are ranked by: Most matching rules Badged as “New” Number of prospect views Number of shares Recency (date u...
Tue, 28 Jul, 2015 at 2:32 PM
Can I Send Multiple Assets To Contacts At Once?
You may want to send multiple assets to multiple contacts at once if you need to share to a group of people quickly.   This can be easily accomplis...
Fri, 3 Mar, 2017 at 9:20 AM
Why can’t users see all Contacts when sharing?
When users share assets in KnowledgeTree, they choose from a list of available recipients:  This list includes all Contacts related to the curr...
Thu, 21 Jan, 2016 at 1:53 PM