Making Inline Updates to Assets, Copy, and Links
Your Company Story presentation has options to replace key copy, images, and web links to make the presentation your own. Admins account can easily make these changes in line with the presentation, and publish changes to your users immediately.
To enter Customize mode:
Click on the presentation you'd like to customize
In the upper right corner, click Customize
Look out for dialogue boxes on customizable assets like Edit Text, Choose Image, Choose Website, and Edit Pop Up
Tailoring Content by Hiding Pages
Hiding pages allows you to remove pages from a Company Story that may not be relevant to your sales process or remove pages from a product presentation that include products your team doesn't offer, keeping conversations focused.
To Hide/Show pages in your presentation:
Pages can be hidden or shown by Admins while in Customize mode on a presentation
To hide a page in your presentation, click Hide Page in the upper left corner of the page
Once a page is hidden, it will be visible in Customize mode but will be gently greyed out, the page will not be visible when in Present mode
To show a hidden page, click Show Page in the upper left corner of the page
Continue with any customizations
Click Cancel to revert any changes
Click Save to save your changes
Format Designs with Unique Layouts
Your presentations have a few pages with multiple layout options, to put your own spin on the presentation of your content.
To format page designs with Layout Picker:
Layouts can be chosen by Admins while in Customize mode on a presentation, and pages with multiple layout options will be indicated by a Choose Layout button in the upper left corner
Click Choose Layout
Use left and right arrows to view the different layout options and click on a page thumbnail to select and preview the layout
With your preferred layout selected, click Done in the lower right corner
Continue with any customizations
Click Cancel to revert any changes
Click Save to save your changes
Customizing Content with Company and User Profiles
How Profile Information is Used
Adding key photos, logos, URLs, and other pieces of text to your profiles allows one presentation to have different details and pieces of media depending on who is presenting.
Company details like your logo will be present when a presentation is viewed by anyone at your company
User details like a headshot or personal bio will apply based on which user launches the presentation
Updating Your Company Profile
Admin Only
To update your Company Profile:
In the left sidebar, click Manage and select Company from the expanded menu
Click the Profile tab on the left
Make changes
Click Save Changes
Updating User Profiles
To update a User Profile on behalf of your rep:
In the left sidebar, click Manage and select Users from the expanded menu
Select the User you'd like to edit
Click Profile in the top right
Make changes
Click Save Changes
Updating Your Own User Profile
To update your own User Profile:
Click on your name in the upper right corner and select My Profile from the dropdown menu
Make changes
Click Save Changes