What is a Stack?

Stacks are collections of multiple items (products and/or resources) that you create for your customers/prospects. You can easily work from a Stack to show items during a meeting and then send the Stack of items in one email instead of having to send multiple emails.

You can create a Stack as a pre-meeting prep to have everything ready before your meeting or create a Stack with your customer to ensure they have everything that they need.

Stacks are synced across your iPhone, iPad, and the Web version to ensure you can easily follow-up with your customer, even if you started a Stack on a different device.

Even after you have created a Stack, you can make modifications to the Stack content or the email body before sending. Stacks allow you to create a customized experience for your meetings and your customers.


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