How to add a presentation to a sales rep visit

The “Presentation“ visit action requires additional setup, so that the sales reps have full access to the presentation materials.

To add a presentation, create a new record in the [Knowledge base] section and add a PowerPoint presentation (*.pptx) or PDF file on its [Attachments] detail. Then, link the article to the “Presentation” visit action. As a result, your sales reps will be able to show the attached presentation from their mobile device during visits.

Note

In addition to PowerPoint presentations, you can add other types of documents to the knowledge base article. In this case, when performing the “Presentation“ action, this document will be opened using the default applications for that file type on the mobile device.

To add a presentation:

1.Open a visit rule in the [Field sales rules] lookup, expand the [Actions during visit] detail.

2.Select the “Presentation” record and click the button.

3.On the displayed page, expand the [Presentation] detail and click the button.

4.Place the cursor in the displayed string and click the button.

5.In the displayed lookup, select a knowledge base article with an attached presentation.

6.If necessary, add other knowledge base articles with attachments.

As a result, when a sales rep performs the [Presentation] visit action, the PowerPoint presentation (or any other document) attached to the knowledge base article will open on their mobile device. If several presentations and materials have been attached, they will be available on the [Attachments and notes] detail of the visit.

In addition, all visits planned in the calendar (the [Visit scheduling] view of the [Activities] section), will have links to the knowledge base articles specified on the [Attachments and notes] detail.

See also

•How to use a presentation during a sales rep visit

•How to add a sales rep visit rule

•How to manage sales rep visit actions

•How to set up list of promoted products for sales rep visits