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  • The current user (at the top)

  • SalesView content tab (in the lower section)

Current User

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The What’s New announcement includes product announcements for all IdeaRoom products, including SalesView. This dialog is automatically shown once upon login but can be viewed through the Current User menu.

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SalesView

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Content (Leads, Dealers, Users)

The area indicated by #1 below is the tab bar where you can navigate between lists among content within SalesView.

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  • Leads. Displays all saved configurations. You will see one row for every save, quote, or checkout to which you have permissions.

  • Dealers. Available for clients with a Dealer Network subscription. On this tab, you will be able to update dealer information for your dealer sites.

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