Lead management

Size allows you to share documents with peers or sales leads securely with private links via email, including viewer-specific passwords 🔒

Adding or removing a recipient

Add a recipient

  1. Visit the Recipients page in your dashboard
  2. Click the [+] Add new recipient button
  3. Add recipient name, email address and/or contact number
  4. Click Create

Remove a recipient

  1. Visit the Recipients page in your dashboard
  2. Click the ☑ checkbox button next to a recipient
  3. Click Delete in the top right corner

Adding or removing a company

Add a company

  1. Visit the Companies page in your dashboard
  2. Click the [+] Add new company button
  3. Add company name
  4. Click Create

Remove a company

    1. Visit the Company page in your dashboard
    2. Click the ☑ checkbox button next to a company
    3. Click Delete in the top right corner

Updating recipient or company details

Updating a recipient

  1. Visit the Recipients page in your dashboard
  2. Click the edit button to the right of a recipient
  3. Edit the required details
  4. Click Create

Updating a recipient

  1. Visit the Companies page in your dashboard
  2. Click the edit button to the right of a company
  3. Edit the required details
  4. Click Create

Tip

Use Sizle’s lead management features to keep track of what companies and individuals you are sending documents to.

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