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Creating Digital Sales Rooms (DSRs) with the Outlook Plugin

If your company uses Outlook, you may want to give representatives the opportunity to create their digital sales rooms (DSRs) right from where they send their emails. 

*Note: This video references sales streams which is another name for Digital Sales Rooms (DSRs).

In the video you will learn:

  • How to create a digital sales room (DSR) with the Outlook plugin
  • How to add items to a DSR
  • How to create a new item for a DSR