Last updated 5 December, 2023
Available to all users with access to the Ready Review deck
If you clicked the Implement Changes button on the investment recommendations slide, you’ll see an action automatically entered on the Next Steps slide for you. But you can capture any other actions with your client right here and commit to timeframes for them. Your actions are stored with the slide so you can share them with your client to confirm what you agreed in your meeting. They’re also saved with the slide for posterity, and for compliance and audit purposes.
Subslides
None
Interactivity
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.
Personalisation options
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 in PresoManager.
Prep mode editability
When you open this slide in prep mode you will have the following editing options for your preso:
You can edit the title of the slide (“Next Steps” by default).
You can edit the slide’s introductory text.
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/A