Create a preset in your marketing calendar

Once you are in the online form to create your proposal move through to your marketing calendar section.

 

From here you will need to add your events to the calendar by dragging and dropping the already created events from the right-hand side of the screen.

 

Once you have added all of your events to the calendar you will need to click on save preset.

 

You will need to give your preset a name and select whether you are linking this preset to the agent of the presentation or the whole office. Once you have entered all the details click create preset. 

 

Now each time you create a presentation with the marketing calendar section you can use your preset by selecting the preset tab and dragging and dropping it onto your calendar.

 

Once you have dropped your preset on the required date you will need to select wether this is the start or end date.