Your SalesView leads include any design saved using the IdeaRoom configurator. This list may also include leads printed from IdeaRoom, depending on how your site is set up. The leads you see on this tab will depend on the permissions you have and whether you have been assigned as an Owner of the lead.
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A user with Admin permissions will be able to see all leads created, regardless of whether they are assigned to a dealer or owner. If you don’t see a lead in your list as expected, contact your administrator to see whether you have the correct permissions. |
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See Also: SalesView Permissions |
Opening a Design
To open the design created by the customer, click the icon on the far right record, under the Design column:
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Note that currently you cannot save custom statuses, but we will have investigate this as an area for future improvement. |
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Click the dropdown link and select Custom.
Then, type the status you would like to display.
Click the box to the status to apply a color.
Then, click Apply.
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Finding a Specific Design
To find a specific saved design, you can search on the following parameters to narrow down the list:
The customer’s first or last name
The reference number of the saved design (don’t include the # sign)
The customer’s email address
The lead owner
The name of the dealer
To find a quote saved during a specific timeframe, use the Filter button and create a Custom time filter:
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Filtering and Sorting Rows
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Show only the items that match a specified criteria by typing in the Search box. The search does a progressive filter: as you type more characters, the list is filtered down only to those items that match the full set of characters:
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Do NOT copy the # sign (example: #1591634782352216) in front of the reference number when you copy-and-paste. Including the # sign will cause no records to be shown for that reference number. |
Finding a Specific Design
To find a specific saved design, you can search on the following parameters to narrow down the list:
The customer’s first or last name
The reference number of the saved design (don’t include the # sign)
The customer’s email address
The lead owner
The name of the dealer
To find a quote saved during a specific timeframe, use the Filter button and create a Custom time filter:
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Customizing Your View
You can customize your Leads view using the Columns dropdown on the right corner of the Leads view.
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