SalesView is the administrative application for IdeaRoom configurators, including IdeaRoom for Sheds, IdeaRoom for Carports, and IdeaRoom for Buildings.
Contents
- SalesView Product Tour
- Training Videos
- How to Update your Site with SalesView
- Locating Self-Service Capabilities in SalesView
- Change Your Company Name, Address & Contact Information
- Disable/Enable Sharing, View in Your Space and/or Autosaving of Designs
- Updating your Email
- Adding an Information Panel
- Changing your Pricing Visibility
- Editing Floor Plan Options
- Selecting a Follow Up Email Format
- Updating Brand Colors
- Updating Configurator Layouts & Scene Backgrounds
- Updating Logos & Watermarks
- How to Update your Pricing with SalesView
- How to Manage Leads & Designs in SalesView
- How to Manage Users, Dealers & Permissions
- How to Add a User to Your SalesView Site
- How to Remove a User from Your SalesView Site
- How a User can Update Name or Phone Number
- How to Restore or Change a User Password
- How to Add a Dealer
- How to Set Up Dealer Deposits & Amounts for Carports & Buildings
- How to Grant Access to Sales Tools
- Understanding User Permissions in SalesView
- What to Do if a Dealer Wants Their Own Branded Site
- How to Monitor your Configurator's Performance
SalesView is available for clients who pay an IdeaRoom subscription and have a configured embedded site or a subdomain link. (For example, https://demo.carportview.com/ ). SalesView is also available for clients who are using a dealer site (for example: https://demo.carportview.com/?dealer=carportsforsales ), as long as the site is configured for their use.
SalesView can be accessed using this URL: https://salesview.idearoom.com. During the onboarding process, your Implementation Specialist will provide you with temporary login credentials to access SalesView. Once logged in, you will be prompted to update your password. The temporary password will expire if not used promptly, so be sure to log in to set up your personal password as soon as you are able.
SalesView is password-protected and can only be accessed with login credentials. If you are an active IdeaRoom customer and are unable to access SalesView, please contact our support team by emailing support@idearoom.com.
You may occasionally see a box in the lower right corner of your browser screen about a new version that is available. We are constantly improving SalesView, so if you see that notification, please click it immediately to update to the newest version.