Last updated
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15 November, 2024
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Available to all users with access to the |
This slide displays all of your SOA strategy text in a compact, client-friendly layout, allowing you to easily focus on specific strategies as required.
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Note: This is phase 1 2 of the slide that allows you to copy and paste your strategy text into our layout. Phase 2 select from any strategies loaded in by your dealer group or practice via PresoManager. Phase 3 will look the same but will automatically pull the data from your Xplan site. There's a bit to this one as the text is stored somewhere different on each site, but we're determined to hook it up—site by site—to save you even more time! |
Subslides
None by default, but a subslide will be created on the fly if you add notes to the slide.
Interactivity
The dropdown at the top filters the view to show the strategies for whichever entity is chosen, or All.
Clicking the strategy type, strategy heading or entity name in the table expands to list their respective details. Clicking them again collapses them.
You can create actions and notes before, after and even during your meetings:
Data
None (yet).
Personalisation options
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