Let ESP Web Help Streamline Your Workflow:
ESP Web is a powerful tool. It has many features and functions that help organize your business and streamline your workflow, saving you time, stress, and ultimately, money. It’s worth exploring these business tools in greater detail to unlock ESP’s potential and get the most out of this comprehensive success system.
Let’s take a closer look at the Projects tab within ESP Web. Similar to an electronic filing cabinet, it’s the place where you can store your customer’s folders, products and presentations.
Adding and Managing Projects 101
Click on the Projects button in the application toolbar.
Create a Project
To add a folder to My Projects, click the Create New link.
The New Project window opens, and you can name your project. Check the Nest Under box and select an existing folder if you wish.
If you check the Nest Under box, you will need to select an existing project folder from the drop-down. Then, click on OK.
Add additional information to your project such as Customer Name, Date the Project is Due and notes about the project. Note: Only click on Save if you have entered additional details.
To create a sub-folder for a project folder, follow the same process as adding a new folder. Click the Create New link again and nest the new project under the folder to which you would like to add a sub-folder.
To delete a folder, select the applicable folder and then click Delete in properties. By deleting a folder, all products, presentations and sub-folders will also be deleted.
After creating a presentation, you have the option to share the presentation with other users within your company. To access presentations which have been shared by other users in your company, click on the Shared Presentations link.
Here, you will be able to view the shared presentation as a PDF or copy it into your projects. When you make a copy of a shared presentation, you will be able rename, modify and save the presentation into your Projects
If you need assistance, call 800-546-1350, option 2, Monday-Friday, 8 a.m.-6 p.m. ET.
Calling All Visual Learners
It’s our goal to provide our members with the most comprehensive information and the best user experience possible. We have massive amounts of helpful guidance available in our knowledge base and via our Product Support team. But maybe you are one of the many professionals who prefer to learn visually. We have video content on YouTube that is always accessible 24/7/365. You’ll find in-depth info on product features, how-to’s and business-building tips from the hottest industry experts.