2.1a - Record Presentations (Classic)

Record A Presentation on the Opportunity

Prior to the below new development agents recorded their presentations by checking the respective presentation checkbox on the opportunity record. 

A new process of recording presentation which allow for better report functionality, scalability and also allow presentation completed by a user shared on the account (Record Level Sharing) or RVP's to add presentation which they attended to the opportunity. 

The tracking of presentations has moved to their own related object on the opportunity. 

To record a presentation 

1. Navigate to the related list section of the opportunity record.

2. Within the Presentations section select "New Presentation" button to create a new presentations

3. A presentation record will be displayed

4. Select presentation type from the "Type" field pick list (Options Below)

• FTF     - Face to Face Broker 
• FTFS   - Face to Face Seller
• Broker - Broker via Phone Call/Conference Call
• Seller   - Seller via Phone Call/Conference Call
• Attny   - Presented to Seller's Attorney
• CPA     - Presented to Seller's CPA
• Key Account  - Key Account

***An agent should not create two presentation (i.e both FTF and Broker presentation) for an inperson presentation only select FTF and the presentation will be weighted***  

5. The date will default to today, however the agent can update the date to a prior date (this functionality was not previously available)

6. Agent Field - The agent field will default to the agent indicated on the opportunity. If the presentation is being added for he RVP, for example, the user would need to add their name within the agent field to receive adequire credit for completing the presentation. 

7. Once saved the record will display the completed presentation, to navigate back to your opportunity click the Opportunity URL link within the record.  

The above direction appears to be a lot; however, in actuality, the user will complete it's a matter of 3 mouse clicks. 

Please note the current means of adding a presentation will be discontinued by the end of the month so, please ensure you start recording your presentation as indicated above. 

Demo Video