How to Use the Presentation Wizard 1. Name Your Presentation: Provide a descriptive name for your presentation. 2. Select Your Client: Choose the client from the dropdown menu. The primary contact will automatically populate. 3. Associate with a Project (Optional): 4. Describe the Event: Enter a brief description of the event or promotion. you can also specify the product quantity and price range here. 5. Choose a Template: Select a presentation template (if applicable). 6. Set Product Quantity: Choose the number of product ideas to include (up to 25). 7. Preferred Suppliers (Optional): Click the dropdown under “Preference Groups” to limit results by any combination of your preference groups. 8. Generate Your Presentation: Click the button to let the AI create your presentation. • To change the contact, select their name from the dropdown. • To add a new client, click “New” and enter their information. This will also create a new CRM record. • Select an existing project from the dropdown • Check “add products to project” to add the products to the project product tab.
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