SalesMail Desktop Portal: How to Share a Video (2 min.)

SalesMail Desktop Portal: How to Share a Video (2 min.)

Note:  This video is for portal version 3.5.2 and earlier.  A new how-to video will be added here soon to reflect the new SalesMail user interface updates for portal version 3.5.3.  In the meantime, written instructions for the new version 3.5.3 are below this video.  



Instructions for SalesMail 3.5.3 (release early October 2024):
1. Log into the SalesMail Desktop Portal using your work email and the same password you use in the SalesMail mobile app.
2. Click the 'My Videos' option on the left. 
3. Find the video you want to share and click the green arrow share button next to it. 
4. Click the 'Share via Email' button.  This will copy your SalesMail template.
5. In an email draft, right-click and paste.  If you are using Outlook, select the "Keep Source Formatting" option that looks like a clipboard with a paint brush.
      
6. Add your recipient in the To: box, make any additional updates you'd like and then hit send. 

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