Last updated
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28 October,
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2024
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Only available to users with the |
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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, and to update the default text, images and videos on LivePreso’s built-in slides.
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 themselves (like what are typical in most Word templates) that users need to remember to delete before using with their clients, LivePreso provides 2 ways for you to include training and guidance content:
1. Internal notes
You can set the default, in-situ notes for every slide—both your own and LivePreso’s built-in slides. They can include simple formatting and external links.
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In PresoManager, you can add/edit notes for any slide.
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Advisers and paraplanners can access the notes in 2 places, depending on their preferred workflow: Accessing notes via prep modeClick the notes button  Accessing notes via the Slides preview mode
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2. Prep-only slides
Prep-only slides are whole slides that only appear in prep mode, and that automatically turn themselves off when presenting to or sharing with clients.
For example, you may want to provide instructions to your group or practice on how or when to use certain slides, or what to say when they do:
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You can make as many prep-only slides as you like and publish to everyone instantly.
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Every adviser and paraplanner in your group or practice will see all prep-only slides 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 them 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. |