This section includes a product tour of SalesView for those new to the application. Note that you may not have all these options available in SalesView. The capabilities of SalesView will vary based on your IdeaRoom subscription.
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SalesView is composed of two main areas: the Left panel and the Main screen. The Left panel is primarily used for navigating SalesView. The Main screen is primarily used for managing network dealers, users, and leads.
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If your email address is associated with more than one SalesView site, you access these sites using the Current User dropdown. In the example below, the user Enrico Fermi has access to two SalesView sites: Atomic Buildings and Comet Carports. Selecting a site from this list will display the users, network dealers, and leads associated for that SalesView site.
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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 Pro Supplier subscription. On this tab, you will be able to update dealer information for your network dealer sites.
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Dealers who have a paid Dealer subscription with IdeaRoom will have access to their own SalesView site. The Dealers tab is available for managing network dealers who are in the client’s onboarded dealer network. |
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The Users tab manages access to SalesView. Users can have three permission levels: Admin, Manager, and Sales. For a description of these permissions, see SalesView Permissions.
When new users are added, they receive an email with a temporary password and a link to SalesView. They must click the link and register a new password to gain access to the site.
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The Pricing tab allows users with Admin permissions to make pricing changes. Users can choose one of three options: No Change, Apply a surcharge or discount, and Change prices of line items. For a description of these options, see Making Pricing Changes Sites: Branding Updates using SalesView.
Pricing changes made in this tab will not change or overwrite the original prices that your IdeaRoom agent has entered in the system. If you make a pricing change in this tab and later decide you want to remove those pricing changes, you can simply select No Change and your original prices will be restored.
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Sites
The Sites tab allows users with Admin permissions to manage and change a variety of site settings. The settings are organized in sections within the sites tab.
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Basic Information Section
Change your phone number, address and home link URL
Disable Sharing
Disable AR (View in your space)
Enable autosaving of designs (Not recommended if using Modern Layout)
Email and Contact Section:
Update contact email
Set the reply to and CC email addresses
Choose which invoice format to use and if want to attach a pdf to the emails
Select who should receive an email when a design is submitted
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How to video: How to Update Contact Info, Logo, Branding Colors, and Watermarks. |
Logos:
Update Configurator Logo
If the logos in your emails are too big, add a smaller email logo to be used exclusively in the email
Watermark images (PRO Feature)
Show logo below estimate (Classic Layout only)
Show logo on mobile
Layout, Colors and Scene:
Choose from different layout options (Modern or Classic)
Update the Scene Background settings
Update Site branding colors
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For more details on the different layout options go to: IdeaRoom Configurator Layout Options |
Information Panel:
Show custom text in the configurator to promote Sales, Discounts or other messaging.
Pricing:
Set the pricing visibility; hidden, summarized, protected and many more options.
Floorplans:
Set floor plan full page option (Classic Layout only)
Add grid dimensions to the floorplans
Use floorplan grid dimensions legend
Analyze
The Analyze tab provides users with Admin permissions reports showing your configurator’s performance and industry insights.
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The analyze tab will provide a running log of all submissions the configurator has captured within the last year, monitor the average cost of IdeaRoom leads, and compare your performance against others in your industry and within your tier group.
Monthly performance will also be displayed allowing you to analyze how your configurator is tracking across current month, previous months, and compared to the industry standard.
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As you scroll down, you’ll have access to product usage information; styles, sizes, and more. This is a great way to understand your most popular offers and create data driven marketing campaigns.
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The social sharing chart allows you to analyze how many shares have been submitted across; facebook, twitter, pinterest, or email/phone.
The “View in Your Space” chart shows how many users have opened the augmented reality feature and how many have actually viewed their design in their yard or in their space.
To learn more about the Analyze tab, you can access this video