Sales Preview overview

What you'll need

• A plan that includes Sales Preview (not available on the basic plan)

Steps

1. Go to Sales Preview in the sidebar — this was renamed from "Sales CRM," so if you're looking for that name, this is it.
2. Sales Preview is a prospecting tool: it lets you generate a shareable link that shows exactly what a WiFi login experience would look like for a prospective client, before they've signed up for anything.
3. From Sales Preview you can create previews (see Create a campaign preview), track and manage the leads those previews generate (see Manage preview leads), and embed a lead-capture widget on your own site (see Embed the lead capture widget).
4. Use Labels to color-code and organize your previews and leads once you have more than a handful.

Best practice: Sales Preview is built for showing prospects a concrete, working demo rather than a mockup — use it when you're trying to close a deal, not as a substitute for a live campaign once they're a customer.

Related articles

• Create a campaign preview
• Manage preview leads
• Embed the lead capture widget