How Does it Work?
File Upload: users can upload files to an encrypted drive located in the "attachments" section of a prospect within their communication view (look at righthand panel for contact card).
You'll start by selecting "upload file +," choosing the file from your computer, and naming it. Once you're ready, you'll click "upload".
Sharing Process: when it comes time to share a file with a prospect (must have both an email address and phone number on record), users can initiate the process by selecting the three dots on the right-hand side of the attachment.
Email and Text Message: clicking the "share" button will trigger the system to send an email to the prospect containing a link for file download. Additionally, a text message will be dispatched, providing the prospect with a code to access the file securely.
This approach ensures that files are shared with the utmost security, eliminating the need for potentially vulnerable unencrypted email attachments. With Code Protected Files, you can confidently and safely exchange important files with your prospects, maintaining the privacy and integrity of your communications.