Before the presentation experience begins, you will see a screen where you have to sync the updates.
Syncing ensures that your devices will have all the major modifications to the app or presentations and that all content is available within each instance.
Starting the presentation!
The Presentation welcome screen has an easy to navigate design that ensures you will be able present to a Contact whenever you need to, with no hassle.
Step 1: Add contact to presentation by clicking on:
- Scan Card: To add information about your contact through their cards.
- Manual Entry: To add new contact.
- Select Contacts: To find a contact from your list.
Step 2: Start presentation
Once you add a contact you can access different actions by tapping on [...] that is next to the contact's name.
Those actions are:
Tap/Click on “Qualify Contact” to access a list of questions to answer (see screen below) that will help you to easily qualify your lead! The questions can be customized based on your needs!
Tap/Click on “Add Note” to write down notes (see example below) related to the contact or the presentation to this contact. Each time you add a note, it is logged as a separate note under the individual contact record. You can as well use some predefined tags and review previous notes for this contact.