Knowledge Base
Widget - Presentations
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




 
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