How to Generate a Client Book in Opportunities

Generate and export a client book

Idea
Applicable Role
  1. All

Follow the steps below to generate a client book:
  1. Click EXECUTE in the menu bar and click Opportunities.
       
          

  2. Select an opportunity.


  3. Click Client Book.

        

  4. The right panel allows you customize your cover page and index. 
     

  5. Click the cover page tab to change the logo of your company and the partner's logo, click SELECT FILE to choose an image from your local computer. 
        

  6. The index tab allows you to customize the different sections that will appear in your client book using the Hide/Show option. 

     

  7. Click PREVIEW to preview the client book and make necessary modifications wher
  8. e required.

      

  9. To export the client book, click the EXPORT button. 

            

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