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 Users tab manages access to SalesView. Users can have three permission levels: Admin, Manager, and Sales. For a description of these permissions, see SalesView Permissions.
When new users are added, they receive an email with a temporary password and a link to SalesView. They must click the link and register a new password to gain access to the site.
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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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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. |
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
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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.
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