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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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 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 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 |
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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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