How To Create A Presentation In TPN Using Your Clipboard
Step 1: First select the products you want to present to your customer by going to Product Overview as shown below.
Step 2: Click “+clipboard” on the products that you want to add to your Clipboard list.
Step 3: Go to your clipboard and check the products you want the add create a new project as shown below.
Step 4: Fill out the project details then hover over the next button and select ‘Create Presentation as shown below.
Step 5: You can edit the product details, on the screen you see below, before you send the Presentation to your customer.
Step 6: Click on the design tab to view what you will send to your customer. To share, hover over next and either click ‘Save as PDF’ or click ‘Send/Share’ to send the document.