Playlisting Your Content

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

Contents

Tailoring Content with Playlisting
Format Designs with Layout Picker

Tailoring Content with Playlisting

Playlisting 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 Playlist your presentation:

1. Click the three dots to the right of the presentation you'd like to update
2. In the expanded menu, click Playlist
3. To add or remove a whole section in your presentation, check or uncheck the bubble to the left of the section title
4. To add or remove a page in your presentation, check or uncheck the bubble in the lower right corner of the page thumbnail
5. Opaque pages are included in the presentation, transparent pages have been removed
6. Click Cancel to revert any changes
7. Click Save Playlist to save your changes

Format Designs with Layout Picker

Your Company Story has a series of pages with multiple layout options, to put your own spin on the presentation of your content.

To format page designs with Layout Picker:

1. Click the three dots to the right of the presentation you'd like to update
2. In the expanded menu, click Playlist
3. Pages with multiple layout options will be indicated by a Choose Layout button below the page thumbnail, click Choose Layout
4. Use left and right arrows to view the different layout options and click on a page thumbnail to select and preview the layout
5. With your preferred layout selected, click Done in the lower right corner
6. Continue with any layout or playlist changes
7. Click Cancel to revert any changes
8. Click Save Playlist to save your changes