Last updated
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12 March,
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2024
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Available to all users with access to the |
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Clicking the Implement Changes button on the investment recommendations slide automatically adds an associated action to this slide.
Clicking Add Step adds a new action to the bottom of list.
You can add or edit an action’s description by clicking into its field and typing.
You can agree on a date for your action by clicking the calendar
icon and using the pop-up calendar to select your date:
Clicking the red circle icon
next to an action deletes it.:
Clicking and dragging the drag handle icon
lets you reorder your actions.:
Data
This is not a data-driven slide.
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Your practice admin can set your brand colour in HQ. In the screenshot examples above, the light blue used in the slide header and table header is the brand colour.
Your practice admin can set your practice’s default text for the slide’s heading and , introductory text, right-hand side text and table headings in PresoManager.
Prep mode editability
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You can edit the title of the slide (“Next Steps” by default).
You can edit the slide’s introductory text.
You can edit the text on the right-hand side (“Questions? …” by default).
You can edit the slide’s table headings (“Priority”, “Action” and “Date” by default).
You can add any actions ahead of your meeting (or just to be shared with your client).
Notes on PDF version
None
Technical Xplan info
N/AThe PDF version looks exactly the same as the interactive version.