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Knowledge Base |
Widget - Presentations
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This article and video will guide you in using the Presentations Widget on your dashboard.
Requirements - A Master Admin login or a staff type that has permissions to add/view this widget to their dashboard.
To begin a presentation from the widget, select the blue presentation title. This will automatically open a pop up window with the waiver/presentation you have created.
NOTE: Only presentations that have Anonymous access allowed, and list in dashboard anonymous presentations widget settings selected, will show in this widget. You can adjust these settings under; Setup > Leads > Presentations. You can also click on the blue presentations setup in the presentations widget header to access the setup page.
Related Articles:
Manage Your Dashboard
Complete Widget Directory
Requirements - A Master Admin login or a staff type that has permissions to add/view this widget to their dashboard.
To begin a presentation from the widget, select the blue presentation title. This will automatically open a pop up window with the waiver/presentation you have created.
NOTE: Only presentations that have Anonymous access allowed, and list in dashboard anonymous presentations widget settings selected, will show in this widget. You can adjust these settings under; Setup > Leads > Presentations. You can also click on the blue presentations setup in the presentations widget header to access the setup page.
Related Articles:
Manage Your Dashboard
Complete Widget Directory
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