First, sign into your SalesBook account which will take you to your MyHome page. Select the option to “Edit My Profile.”

You will then see the various portions of your profile referred to as 'Panels'.  Simply click the ‘edit’ link located in the upper right-hand corner of each panel to edit that panel.

The profile is comprised of the following panels:

1. Contact Card - located in the upper left corner of your profile and contains your picture, name, title, and company.  It also contains your personal URL or web address which you can place as a link in your e-mail signature and on your business cards.  Clients entering your profile URL in a browser will be taken directly to your professional profile on SalesBook.  Your Contact Card also contains an Info or Marketing Statement.  When a visitor searches on SalesBook, it will be your Contact Card that is displayed in the Search Results.  Your Marketing Statement should compel visitors to click your link to learn more of your products and services.

2. Media Panels - these are the panels below your Contact Card.  You can enter any text, picture, or a video embed into these panels that you would like. The best practice that we've seen is placing information about you and your company in the first panel, product/service information in the second panel, more detailed information in the third panel, and perhaps searching on www.YouTube.com for a video that talks about your product, service, or industry and placing that embed into the fourth panel.

3. Content Panel - this is the top panel on the right-hand side and is labeled "My Content".  Here you can create file folders, label them based on their content, and then upload files into each folder.  These files can be Word documents, Excel Spreadsheet, PowerPoint Presentation, or .PDF.  A common use here is to create a folder labeled "About Us" and then import white papers, about us information, etc.  Create another folder labeled "Product Information" containing files, catalogs, etc, etc.  You can also create a folder, mark it as Private, and then identify the person or people that you only want to have access to the contents of the specific folder.  Only the people you select will see the folder on your profile when they visit.  You will need to upload your contacts or add the specific people to your contacts to select to make that folder private.  A good use is creating a folder labeled "Customer Quote - Smith" uploading the price quote for Smith and then selecting the person you wish to see and access the file.

4. History Panel - this is the panel where you can either enter your resume information or the experience you have in your industry.  This lends creditability to your expertise.


For additional information on this topic, you're invited to visit the SalesBook Resources profile (click here) where you will find a Quick Reference Guide (QRG), user tutorials, interesting articles, and more helpful information.