Create the Advisor's Concept in
the Concept Board

Learn how to create and edit all Questions, Answer Options and content to create powerful Advisor Concepts

Defining the Concept of your Product Guide is very easy - simply add Questions & Answer Options and upload images & explanation content.

Your concepts can include every detail that really helps to guide your customers towards the buying decision.



Additional resources:

  • see a quick overview of how to create and publish your Product Guides in 45 seconds in this short video
  • See our Product Guide Concept Manual in our Documentation Space (login required). It contains many tips and tricks and best practices. It provides you with a step-by-step approach that helps you develop great concepts and solving even complex conceptual challenges

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