How to set the default SO type for presentations : Sync

How to set the default SO type for presentations Print

Modified on: Mon, 1 Jul, 2024 at 5:26 AM

The article outlines the steps to select the default SO type for both Immediate and Future views of a presentation.

FOLLOW STEPS BELOW:

1. Login to B2B

2. Select Admin -> Presentations

3. Hover cursor on the presentation you want to change and click Edit

4. Select default Future SO Type

5. Select default Immediate SO Type

6. Click Accept

NB. For a quick tutorial watch below

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