How to Create a Presentation

Learn more about the different ways to create a presentation.

On this page:

Convert an opportunity

Global search bar

Most recent icon

New Dashboards

Clients tab

Client page

Copy an existing form

FAQ

Convert an opportunity to a presentation

To convert an opportunity to a presentation:

1. In the opportunity > click Actions > Create Presentation

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Create a presentation using your global search bar

To create a presentation using your search bar:

1. Click the global search bar > New Project
2. Enter the client's name, or click to + add new client > enter the new client's name > select their industry > click Create
3. Add the project name
4. Select an Event Type from the drop-down
5. Select P (Presentation) as your Starting Stage
6. Click Continue
7. Select a client contact from the dropdown, or click + New Contact at the bottom of the drop-down to create a new contact
   1. If you are adding a new contact (optional):
      1. Enter all required contact details - required fields are indicated by a *
      2. Click Create
8. Enter a budget for the order
9. Select an in-hands date

Select a presentation style

1. Click Select Products

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Create a presentation using your Most Recent icon

To create a presentation using your Most Recent icon:

1. Click the most recent icon > New Project
2. Enter the client's name, or click to + add new client > enter the new client's name > select their industry > click Create
3. Add the project name
4. Select an Event Type from the drop-down
5. Select P (Presentation) as your Starting Stage
6. Click Continue
7. Select a client contact from the dropdown, or click + New Contact at the bottom of the drop-down to create a new contact
   1. If you are adding a new contact (optional):
      1. Enter all required contact details - required fields are indicated by a *
      2. Click Create
8. Enter a budget for the order
9. Select an in-hands date
10. Select a presentation style
11. Click Select Products

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Create presentation through the new Dashboards

To create a presentation from either your Sales, Production, Finance, or Management Dashboards:

1. Click New Project in the top right corner.
2. Select a pre-existing client from the drop-down list or click + New Client at the bottom of the drop-down to add a new client to commonsku
   1. If you are adding a new client (optional):
      1. Type the client's name
      2. Select their industry from the drop-down menu
      3. Click Create Client
3. Enter a Project Name
4. Select an Event Type from the drop-down
5. Select P (Presentation) as your Starting Stage
6. Click Continue
7. Select a client contact from the dropdown, or click + New Contact at the bottom of the drop-down to create a new contact
   1. If you are adding a new contact (optional):
      1. Enter all required contact details - required fields are indicated by a *
      2. Click Create
8. Enter a budget for the order
9. Select an in-hands date
10. Select a presentation style
11. Click Select Products

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Create a presentation through the Clients tab

To create a presentation through the Clients tab:

1. In the Clients tab, click a client's name > select Actions > New Project
2. Enter a Project Name
3. Select an Event Type from the drop-down
4. Select P (Presentation) as your Starting Stage
5. Click Continue
6. Select a client contact from the dropdown, or click + New Contact at the bottom of the drop-down to create a new contact
   1. If you are adding a new contact (optional):
      1. Enter all required contact details - required fields are indicated by a *
      2. Click Create
7. Enter a budget for the order
8. Select an in-hands date
9. Select a presentation style

10. Click Select Products

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Create a presentation through a client's page

To create a presentation through a client's page:

1. In the Clients tab, click a client's name > select Actions > Client Page
2. In the client page, select Actions > New  Project
3. Enter a Project Name
4.  Select an Event Type from the drop-down
5.  Select P (Presentation) as your Starting Stage
6. Click Continue
7. Select a client contact from the dropdown, or click + New Contact at the bottom of the drop-down to create a new contact
   1. If you are adding a new contact (optional):
      1. Enter all required contact details - required fields are indicated by a *
      2. Click Create
8. Enter a budget for the order
9. Select an in-hands date
10. Select a presentation style
11. Click Select Products

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Copy an existing form

You can create a new presentation by copying a(n):

• Presentation
• Estimate
• Sales Order

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FAQ

• What if I created a presentation for the wrong client?

What if I created a presentation for the wrong client?

1. Click Actions > Copy Presentation
2. Type the new client and project name
3. Click Copy
   
4. In the new project, go to the Overview tab > click the original presentation # as it appears in the project newsfeed > that will redirect you to the original project's Overview tab
5. Copy/paste notes from the original project to the new project's overview
6. Go back to the original presentation and click Actions > Delete Presentation
7. Delete the project (Actions > Delete Project)

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