Customizing Presentations

Content from your manufacturer helps you get started with professional presentations right away. Tailor your content to your sales process by making customizations and removing pages that include information that may be irrelevant to your team.

Contents
Making Inline Updates Assets, Copy, and Links
Tailoring Content by Hiding Pages
Format Designs with Unique Layouts
Customizing Content with Company and User Profiles

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:

1. Click on the presentation you'd like to customize
2. In the upper right corner, click Customize
3. 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:

1. Pages can be hidden or shown by Admins while in Customize mode on a presentation
2. To hide a page in your presentation, click Hide Page in the upper left corner of the page
3. 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
4. To show a hidden page, click Show Page in the upper left corner of the page
5. Continue with any customizations
6. Click Cancel to revert any changes
7. 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:

1. 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
2. Click Choose Layout
3. Use left and right arrows to view the different layout options and click on a page thumbnail to select and preview the layout
4. With your preferred layout selected, click Done in the lower right corner
5. Continue with any customizations
6. Click Cancel to revert any changes
7. 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:

1. In the left sidebar, click Manage and select Company from the expanded menu
2. Click the Profile tab on the left
3. Make changes
4. Click Save Changes

Updating User Profiles

To update a User Profile on behalf of your rep:

1. In the left sidebar, click Manage and select Users from the expanded menu
2. Select the User you'd like to edit
3. Click Profile in the top right
4. Make changes
5. Click Save Changes

Updating Your Own User Profile

To update your own User Profile:

1. Click on your name in the upper right corner and select My Profile from the dropdown menu
2. Make changes
3. Click Save Changes