Practical setup guide for business representatives

Contents

General Overview

Present is designed to allow company employees to easily create meeting presentations directly within the CRM system, ensuring consistent, on-brand customer communication.

How to Use Present

Admin/Customer Responsible

Before employees can use Present in the CRM system, setup is required via &money’s Management UI.

🔗 Go to Management UI

This guide assumes that the user has been granted Admin access to the Management UI by their Entra administrator, and that the customer uses Salesforce as their CRM.

⚠️ Screenshots are examples only and may not reflect the current CVI design.

1. Open the Management UI

Access: https://management.andmoney.dk

2. Configure Customer Types

  • In the left menu, go to BookMe > Meeting Setup > Customer Types
  • Create or add customer types.
  • Customer types used specifically for Present can be configured under BookMe > Meeting Setup > Meeting configuration and set as unavailable for regular meeting bookings.

3. Go to Present Setup

  • In the left menu, click Present > Setup.

4. Upload Master templates

  • Upload master templates for each customer type.
  • Multiple master templaes can be uploaded per type to avoid oversized master template files.

✅ Master templates (Presentations) are automatically validated during upload.
📖 Read more about validation

5. Configure Master templates

Follow these setup guides before employees begin using Present:

Once this is complete, Present is ready for use in Salesforce. Employees will access Present from a meeting event within a customer account.

Employee

1. Access the Meeting Event

  • In Salesforce, go to a customer account.
  • Open the relevant Meeting Event.

2. Use the “Meeting Presentation” Tab

  • Click the Meeting Presentation tab.
  • Here, employees can write an agenda and select slides for the customer presentation.

3. Create the Agenda

  • Add bullet points under Agenda.
  • These will automatically transfer into the customer meeting presentation.

Sub-points under bullets are also added automatically in the final customer presentation deck.

4. Add Slides

  • Select slides from the presentations configured for each customer type (e.g. Private, Business).
  • Click Add Slides.

💡 These customer types are based on admin setup in Steps 2 and 3.

5. Select Sections and Slides

  • Click a section under Slide Sections to view available slides.
  • * next to a section indicates a Next Best Action or Potential. Hover to view.
Slide Selection Interface
  • A new window opens showing slides.
  • Double-click to preview a slide.
  • If subsections exist, they’re listed at the top. Clicking a subsection scrolls to it.
  • Click a slide to select (highlighted with a green border).
  • Click Close and Add Selected Slides to add them to your presentation.

6. Finalize the Presentation

  • Drag slides to reorder them.
  • Delete slides using the trash icon.
  • Click Generate Presentation to create a PowerPoint (.pptx) file.
Tag Review
  • A pop-up appears showing auto-filled data fields (tags).
  • You may edit these before finalizing the customer presentation.

📂 The file is saved under Files at the Meeting Event.

7. Edit or Update Presentation

  • Reopen by clicking the file or using Reopen Presentation.
  • To add a custom slide:
    • Download the PowerPoint file
    • Edit locally
    • Re-upload to Files under the Meeting Event

8. Send a PDF After the Meeting

  • Click Generate PDF after the meeting.
  • A PDF is created and stored under Files, ready to be send to the customer.

⚠️ PowerPoint previews in Salesforce may not display correct fonts/colors. Download the file to view properly.