Presenting your Insight Map
When you're presenting your insight map to the customer, it can be useful to switch to a slideshow view. This has options that help you to prepare for a presentation to the customer (including the generation of a PowerPoint file), and then present the insight map to them sequentially, section by section.
Click the Presentation Mode icon - as indicated in the example shown below. (This option in not available in the mobile view).
The insight map switches to slideshow mode.
You can select either Presentation View, Narrative View or Download PPT (as indicated in the example below).
- Presentation View
- Narrative View
This enables you to present the board section by section in slideshow format.
This shows you the insight map in text form, which can help you to prepare your talk track for a presentation to the customer. This option can be disabled by your administrator.
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Download PPT
Generates a PowerPoint file of the account or opportunity's relationships and insights. For more information,
Use the arrows at the sides (also indicated in the example above) to page through each section of your insight map.
Tip: You may wish to hide your insight solutions when first presenting your ideas to your customer.