Snap Shot Dashboard for Collateral

This feature is not available in all solutions.  For more information, contact your supplier point of contact.




Collateral content provides you with the means to build, mix, and promote business engagement and conversation. It comes in many forms: audio, text, video, images, and more. This content informs, entertains, and teaches the people who consume it. 

What's the Value of Collateral?

  • Reduce the time and costs of collateral efforts for channel partners.
  • Provide relevant content channel partners can use to enhance their presence.
  • Build and foster new customer relationships.

For each piece of Customized Collateral, there is a Snap Shot Dashboard that displays the details of individual pieces of collateral. that you can personalize, share and distribute.GIFcollateralsnapchatdashboard.gif

To navigate to the Snap Shot Dashboard, select Collateral > select a customized collateral item. In the view, you can do the following tasks:

  1. Navigate to other menus: Personalize, Leads, Recent Activity, and Analysis.
  2. The Agency Assistance option is available if you have granted an agency access.
  3. Distribute by copying the link and copying it to different websites or web showcases. You can preview prior to distributing.
  4. Share the collateral on social media.
  5. You may or may not be able to edit the collateral name.
  6. Collateral can be personalized if the supplier grants permission or if it is your custom collateral.
  7. Selecting Leads on the dashboard displays a list of leads associated with this particular piece of collateral.
  8. Selecting Recent Activity displays activity in the last 30 days for this piece of collateral.
  9. Selecting Analysis provides data on activity for the asset. 
  10. Collateral can be previewed prior to distribution. This is how it will look to the recipients.



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