Version: eXtendPresentation 1.0.0 and above
Audience: User

Introduction

This article provides instructions on how to generate a public presentation link using eXtendPresentation.

Steps

  1. Access the Opportunity or Estimate Record: You can start with a new record or use an existing one.
  2. Configure Presentation Details: Input all necessary information for your presentation.
  3. Enable Public Link Generation: Look for the eXtendPresentation field group and check the box marked Generate Public Presentation Link.

  4. Save the Record: Once you save, the eXtendPresentation Link field will be populated with the link to your public presentation.

Watch the video demo below for a walkthrough of how to generate public presentation links in eXtendPresentation.