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As a dealer group admin or practice admin, you can use PresoManager to make your own slides for your group or practice.
But sometimes you might want to provide internal-only instructions to everyone in your dealer group, site or practice. Instead of having notes in the slides that users need to remember to delete before using with their clients, LivePreso provides the ability to have prep-only slides. That is, whole slides that only appear in prep mode, and that automatically turn themselves off when presenting to or sharing with clients.
You can make as many of these prep-only slides as you like and publish to everyone instantly.
For example, you may want to provide instructions to your team(s) on how or when to use certain slides, or what to say when they do:
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Every adviser and paraplanner in your group or practice will see this slide in prep mode for every preso they make—to remind them of whatever instructions you’re imparting.
However, they never have to remember to turn it off or delete the internal notes, as LivePreso will turn it off automatically when the preso is being presented to or shared with your clients.
Making prep-only slides
See https://livepreso.atlassian.net/wiki/spaces/LACS/pages/1742045222/Prepping+and+editing+your+preso#preponly for instructions on how to make prep-only slides for your group, site or practice.