Presentation Pro is the survey section of your App.  A virtual Presentation Pro option is available to present via your computer and not a mobile device by following the steps below:


Logging into your portal

Go to the My Clients tab

Select an existing Client or add a new Client.  To add a new Client, please see: How Do I Add a Client to Survey at a Later Time?

Click on the link in the white section of the Client Record that says:  "Click here to book a discovery call or launch Presentation Pro"


You will see the following link appear on your Client Record, if your client has not yet had a Discovery Call or Survey completed:







See also:    Share my screen with a client for a remote Presentation Pro