Microsoft Power-Point Add-on (Installable)

With the installable Pipeliner add-on, it is possible to save already created Power Point presentation directly to Pipeliner. 

Once the presentation is created, it is enough just to:

1. Click on the Home button

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2. Click on the option Save to Pipeliner

 

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3. Select the Entity type (Account/Contact/Lead/Opportunity), select the specific Entity and then Open it

 

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4. Name the presentation (optional) and then click on the Save button

 

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5. Once the presentation is saved, it is enough just to open Pipeliner, enter the Entity where the presentation was saved and in the Documents section you may access it

 

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