Exporting to Powerpoint

You can export the contents of an account plan (or an individual account-level relationship map or insight map) to a Powerpoint (.pptx) file. This provides you with the basic materials to prepare a presentation showing what the account plan contains.

To generate the Powerpoint file:

  1. Open the account plan.
  2. Click the Exports button the opportunity's top right, and select PPT Export.
  3. The Export Plan to PPT page opens. Here you can select which elements of the account plan you want to include in the Powerpoint file. (The set of options you get depends on the configuration of your org.)
  4. When you have made your selections, click Export.

Note: You can generate an export for an account's relationship map from the relationship map screen. To generate a PPT of the of the account's insights, you need to access the insight map in slideshow mode. In this mode, click the PPT icon (as shown below) to generate a PPT file for the section of the map that is currently displayed.

The software names Powerpoint export files as follows:

  • For Powerpoint exports from any Account Manager tab, the format of the Powerpoint file name is:

    • 'AM_[Account Plan Name].pptx'

    Example: 'AM_Demo Ancaster Inc Major Account Plan.pptx'

  • Account relationship maps

    • For Powerpoint exports from an account relationship map, the format of the Powerpoint file name is:

    'AccountMap[Account Name].pptx'

    Example: 'AccountMap_Ancaster Engineering.pptx'

An administrator can configure which options are available for selection in a Powerpoint export. This involves enabling and disabling settings as appropriate in Altify Powerpoint custom settings.

The options available for Powerpoint export also depend on which features of the software have been enabled for users.

For more information, see the Account Manager Administration Guide.