The Preview feature in ClientPoint allows users to view their finalized ClientPoint from the perspective of their clients or prospects. This ensures that all content, files, and details are displayed as intended before sharing the ClientPoint, enabling a polished and professional presentation.
How to Use the Preview Feature
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Complete Your ClientPoint
- Ensure you’ve added all necessary files and content to your ClientPoint.
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Access Preview Mode
- After finishing your edits, click on "Save and Continue" in the Files section.
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Preview the ClientPoint
- Select the Preview button. This will provide a visual representation of how your ClientPoint will appear to its recipients.
Why Use Preview?
- Quality Assurance: Check for errors or omissions in your ClientPoint before sending it out.
- Client Perspective: See exactly how your content will be displayed to recipients.
- Refinements: Make necessary adjustments to improve readability, aesthetics, or overall clarity.
Conclusion
The Preview feature in ClientPoint is an essential tool for ensuring that your ClientPoint meets professional standards and communicates your message effectively. By previewing your work, you can make final adjustments and feel confident before sending it to clients or prospects.
For further assistance, contact support@clientpoint.net.