Overview of Sales Lightbox

With the Sales Lightbox content library, you can store, access, and share files, such as slide decks, web-based content, and .pdfs. The following is a high-level summary of the content library features:

• Upload and access stored content: Upload content from your computer to the library for later access and sharing. Supported file types include .pptx, .html (in the form of microsite .zip files), and .pdf. The image file types .jpg and .png are supported as separate file types as well.

• Find content: Browse and search for library content. Search includes file name, owner, and keywords.

• Share content: Share content with other users, with sales accounts, and with sales opportunities. Joint ownership also is supported.

• Create new presentations on the fly: For .pptx files only, assemble new slide decks using slides from the library.

• Add to cart: For .pptx files only, add slides to your cart.

The topic, Available Lightbox Actions for Different Content Types, has full details of the available actions for each file type.

Library Views

When you open the library, you see these views:

• My Content: Displays all content that you own. This includes content that you have uploaded and all the content that was shared with you by other users. Documents can be shared with or without joint ownership.

• Shared Content: Displays all content that you own, and all the content that's shared with you by other users.

If you're an administrator, you also see the All Content view: This view displays all content uploaded by all users, including all content that belongs to the administrator. For more administrator information, see the Implementing Sales guide.

For more information about user tasks in the content library, see the online help and the Using Sales guide.