Links

Overview

Links are URLs to resources such as websites, blogs, social media profiles, web applications, shared documents, etc.

It is common for customer success teams to use file-sharing services like Dropbox, Microsoft OneDrive or Google Drive to share documents like contracts, statements of work, presentations, etc. You can add links to these documents into Amity.

This article covers the following topics:

• Adding a link
• Editing a link
• Deleting a link 

Adding a link 

Links can be added to accounts, people, and plays.

1. Open the account, person or play profile.
2. Click Links in the side menu. 
3. Click on the grey plus button in the top right of the list of links.
4. Select the link type.
5. Enter the URL and name.
6. Click Add.

Editing a link

1. Open the account, person or play profile.
2. Click Links in the side menu. 
3. Click the link's action menu.
4. Edit the desired fields and click Save.

Deleting a link

1. Open the account, person or play profile.
2. Click Links in the side menu. 
3. Click the link's action menu.
4. Click Delete.