For subscribers of our Pro subscription, you can quickly create links to custom designs that can be used for marketing, sharing on social media, and collaborating with customers outside of the Save, Quote, and Checkout options.
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If you are a Standard subscription subscriber, you can create links to custom designs simply by saving the design and then copying the link from the email. See the note at the end of this article for information about how to customize the link to ignore the ZIP code that may have been used when the design was created. |
To Create a Quick Link
Create the building design for your quick link.
In the upper right corner of IdeaRoom, use the Sales Login to login to Sales Tools. (Sales Tools will be displayed as a new tab on the right panel, just above the Your Estimate tab.)
Expand the Sales Tools tab.
Click the COPY LINK TO CLIPBOARD button, as shown.
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Quick Links do not generate save or quote emails, which means you won’t collect customer information as a sales leads. But they are a quick and convenient way to create and reuse custom designs. Quick Links will also not be shown in SalesView.
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