Data Outlet Admin - 3.8 Upload presentations
In Admin/Options list/Presentations, presentations can be uploaded. A folder can be added, which later on can be filled with the associated presentations.
After a folder is added, click on "Documents in folder" in and select “New” to insert new presentations.
From there you can upload a file.
There are three types of presentations you can add:
- Documents; Select this for al file types that you upload. In general, the maximum file size is 16MB but the maximum recommended file size for .pdf files is 200 KB.
- Internal URL; Select this when you link to a page on your own company website.
- External URL; Select this when you link to any external website.
Presentations in Salesmapp
The presentations can be viewed via Salesmapp, which enables the representative to show them during a client visit.
Within Salesmapp, the representative can go to the uploaded presentations by clicking on the presentations icon. This can be found in "Overview" or at the bottom of the screen.
Guidelines for uploading presentations
There are some guidelines for uploading presentations. Please check those here