How to Generate a Client Book in Opportunities

Generate and export a client book

Applies To:
  1. All
 
Skillibrium allows users to generate and export all collected sales information as customizable client books (PDF documents). Users have full control to hide or show specific categories, activities, and items within the document.
 
Follow the steps below to generate and export a client book:
  1. Click EXECUTE in the menu bar and click Opportunities.
       
          

  2. Select an opportunity.



  3. Click the Client Book tab.


        

  4. The left panel functions as a PDF viewer, allowing you to preview the generated client book. 



  5. The right panel contains the settings and options for customizing the client book's branding and page index. 
     


  6. To change your company's logo and your partner's logo, expand the Branding tab. You can upload images by dragging and dropping a file from your device.
        

  7. Update the document date and select colors for the header and footer.



  8. Click SAVE CHANGES. 



  9. Expand the index tab to customize the different sections that will appear in your client book using the Hide/Show option. 

     

  10. Click SAVE CHANGES. 



  11. From the client book's preview mode, locate and click the download icon in the top right corner. The report will automatically begin downloading to your device.