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This guide will show you the new presentation overview
Getting to the presentation overview:
To get to the presentation overview click into Projects > Presentations
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You will now see this view:
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On the top left you will be able to see how to search for presentations. This can be done by Presentation number, project number or customer name:
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You also have access to additional filters where you can search using the following options: Rep , Status , Type , ordered presentations , web orders and show your dead presentations
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You can reset filters by clicking the reset filters option
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When you select a presentation, you will see the customer and project information on the right-hand side
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On the right you will see the quick actions. These will allow you to Flag the presentation as dead or delete it if needed
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You will see the view / edit presentation on the right-hand side. If you click this you will be able to view the presentation
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