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Using Open Presentation as a Manufacturer

Give dealers the ability to link from an Editable piece of content to your locked down product presentation

Zakk Rome avatar
Written by Zakk Rome
Updated over 2 months ago

Manufacturer Scenarios

I just want to share my presentation with a dealer

Your dealer will use this guide to open your content from their own

My dealers have an editable Company Story presentation that I would like to link to content about my product

  1. Ensure your dealer has been added to your Company in the applicable team. Add/share your manufacturer Presentation to the team. Set the permissions so that this presentation is not editable

  2. Create a starter presentation. This could be a presentation that you’d like all your dealers to use.

  3. Create a page that will serve as a launching point into your product presentation

  4. Click the plus button in the upper right corner to add a Button

  5. Select the Open Presentation Action from the expanded menu

  6. In the Action Panel, click Choose Presentation

  7. Choose the team where your product presentation exists

  8. Your product presentation will show up in the Presentation list. Select it and click Done

  9. Test the presentation by presenting it. Navigate to the page where you added the Open Presentation Button. Tap or click on the button. Observe that your product presentation opens

You can add more than one Open Presentation Button if you have multiple product presentations that you’d like your dealer to present. This allows a dealer’s salesperson to present in a “choose your own adventure” manner while visiting a prospective client/customer.

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