Presentation - Custral Docs

Overview

A Presentation property attaches a slide deck to a record, a QBR on an account, a pitch on a deal. The deck opens in Custral’s own editor, and can be started from a template so every record’s deck shares a structure. Pick it from Communication in the property type list.

Configuration

Setting	What it does
Templates	Which presentation templates are offered when creating a deck on this property. Leave empty to allow any.

What it stores

A reference to a presentation.

Examples

QBR deck on an Account, restricted to the quarterly-review template.
Pitch on a Deal, any template.

The assistant can build one for you. Ask it to draft a deck for a record and it will use the record’s own data. See what the assistant can do.

See also

Presentations: the deck editor, themes, and layouts.