How to use a presentation during a sales rep visit
If the visit rule requires conducting a presentation, perform the “Presentation“ action (Fig. 1). As a result, a Microsoft PowerPoint file will open in your mobile app, so you can use it during the presentation.
Fig. 1 Performing the ”Presentation” action
Note
Setting up the ”Presentation” visit action is described in a separate article.
See also
•How to add a presentation to a sales rep visit
•How to set up rules and actions of a sales rep visit
•How to perform a sales rep visit action
