Presentations
Create and open the client's presentations, each with its own versions and share link.
On this page
Overview
Open Agents, Presentations to see every presentation for the selected client. Each presentation keeps its own saved versions, published version and share link. Original sales deck appears when the client has versions of the original deck. Opening a presentation shows the presentation editor, the same editor as Tools, Sales Deck. Inbound access is required.
How to use this page
Select the client
If you work across clients, choose the client in the sidebar first. The library shows only that client's presentations.
Review the library
Each row shows the Name, Status (Published or Draft), Versions (the number of saved versions), Updated date and Actions. Select a name or Open to edit it, or View live to open a published presentation in a new tab.
Create a presentation
Select New presentation. Enter a Name; Short name fills in from it using lowercase letters, numbers and single hyphens. Add Audience and purpose to say who it is for and what it should help them understand. Select Create presentation. It is created as a private draft with its own share link, no website required, and opens in the editor. Cancel closes the form.
Build and publish it
In the editor, your Audience and purpose appears as Extra Instructions. Select Generate Sales Deck, review the saved version under Versions, then select Publish this version. Once a version is published, View published presentation opens the share link. Create Google Slides exports an editable copy.
Return to the library
Select Back to presentations above the editor.
What the buttons do
- New presentation / Create presentation / Cancel
- Opens the new-presentation form, creates a private draft presentation, or closes the form.
- Name / Short name / Audience and purpose
- Names the presentation, sets its short name and saves optional instructions for the editor.
- Open / View live
- Opens a presentation in the editor, or its published share link in a new tab.
- Back to presentations
- Returns from the editor to the library.
Common questions
Do I need a website to share a presentation?
Who can create a presentation?
Is a new presentation public?
Which version does the share link show?
Where did View Sales Deck go?
Get an answer from a real person
These guides cover the everyday questions. For anything they miss, we are easy to reach.
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Category: Platform · Agents