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 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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The Sites tab allows users with Admin permissions to make branding and logo edits. Users can change a phone number,an email, the color scheme of their web site, site logo, and/or the watermark image. For more details and training on how to update the branding of a site, view the how to video: How to Update Contact Info, Logo, Branding Colors, and Watermarks.
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