Asset Library Management Best Practices

Introduction

Efficient asset organization in SalesHub™ maximizes productivity and ensures easy access to your media when creating presentations or sharing content with clients.

Creating Categories and Folders

Organizing assets into structured categories creates an intuitive workflow for your entire team.

1. Navigate to the Assets section in your SalesHub™ left-hand menu
2. Click the "New Category" button to create organizational groups
3. Enter descriptive names such as "Property Photos," "Virtual Tours," or "Marketing Materials."
4. Confirm creation to establish your folder structure

Naming Convention Best Practices

Consistent naming conventions make your assets easily searchable and identifiable:

• Use clear, descriptive names that explain the content at a glance
• Follow consistent formats like "Suite - Presidential - King"
• Avoid special characters that might cause search issues
• Keep names concise but informative

Tagging Your Assets

Strategic tagging helps categorize and filter assets for quick retrieval:

1. Select the asset you want to tag from your library
2. Enter relevant tags in the tag field during upload or editing
3. Use descriptive tags covering content type, location, and purpose
4. Apply multiple tags to increase searchability
5. Maintain tag consistency across similar assets

Next Steps

Regularly review and update your asset organization system. Ensure all new uploads follow your established naming conventions and are properly tagged and categorized.

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