Create a new page

There are 3 ways to create a new page or digital sales room.

1. Start from Scratch - great for simple pages

2. Use a Template - great for a new page type you’ve never made before

3. Create with AI - great for when you have context on a deal

Start from scratch

1. Click Create New Page

2. Choose the folder to organize the page

3. Select Start from scratch

4. Enter the name of the company you are selling to

5. Use one of the component options to start building your page

Use a Template

1. Click Create New Page

2. Select Use Template

3. Select the template that fits your page needs from our library

4. Enter the name of the company you are selling to

5. Edit the page

Create with AI

1. Click Create New Page

2. Select Create with AI

3. Enter the name of the company you are selling to

4. Generate the page by:

   1. Adjusting the page title

   2. Choosing the page type to create (what are you using the page for)

   3. Select inputs for AI (recorded calls, Documents, Links, or instructions)

5. Edit the page