🔎 Create your first space
To create a new space in our platform, follow these steps:
Click "Create New Space" in your dashboard. This opens a pop-up for your Brand or MarTech information.
Enter your company details: Include company name, contact information, and company website.
Add the company logo: The logo should automatically populate from the website. If not, you can easily upload it.
Click "Next" and choose a template: Select the template that best fits your RFP's needs.
Click "Create Space." Your new space will be generated and open automatically.
Access and customize your space settings via the gear icon in the top left corner of your screen. Here's how to adjust specific elements:
Client Logo: Click on the logo field to upload a new image or adjust the display (shape, background color).
First Name & Last Name: Edit your main contact's name. Any personalization tokens throughout the space will update automatically.
Company Name: Edit the company name of your lead. Personalization tokens will reflect this change.
🚀 Finalize Your Space
Once you've created your new space, tailor it for your specific lead. Your template should have pre-filled most of the information, but double-check each page before sharing. Consider adding:
A personalized welcome message
Relevant Brand or MarTech's feature highlights
Any additional files or resources
Once you've reviewed the content and added any personal touches, your space is ready to share!