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If you have a large dealer network (more than ten dealers, for example), we recommend that you have your IdeaRoom Implementation Consultant add them to SalesView initially through a bulk import. Then, you can manage individual updates in SalesView. |
Exploring Dealer Settings
A dealer site combines the details of your buildings with each dealer’s contact and deposit details (available for Carport sites only). You can search for a specific dealer using the Search box in the upper right corner of your screen.
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Dealer Email. The email address that is displayed in the contact bar and included on emails sent to customers. This should be the email a customer would use to contact the dealer directly.
Use Dealer Email for Replies checkbox. When a customer receives a saved design, they will often click Reply on the email to ask a question about the design. If you want the Reply email address to be the same as the Contact Email, check this box. If you want the Reply email address to be different, uncheck this box and fill in the Quote reply-to email address.
Email Address for Replies. The email address where messages should be sent after a customer clicks the Reply button on a saved design or quote.
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Setting Up Deposits (Available for Carports and Buildings only)
Deposits set up in SalesView for each dealer will apply when a design is saved from a dealer’s link. For example, a 15% deposit is set up for the Midwest Carport Sales dealer in SalesView:
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