Using Sales Tools in IdeaRoom

Owned by Elaine Andersen
Last updated: Aug 10, 2022
3 min read

IdeaRoom sites with a Professional subscription support Sales Tools, which provide options for saving a link to the design, downloading a floor plan, and adjusting the price of the design.

To Login to Sales Tools

For Desktop Users

  1. In the upper-right corner of your IdeaRoom site, click the Sales Login icon. Note that this may be named Dealer Login or Sales Tools, depending on how your site was setup.

  2. Type your email address and click Login.

For Mobile Users

  1. In the upper-left corner of your IdeaRoom site, tap the three horizontal bars to expand the menu.

  2. Tap Sales Login.

  3. Type your email address and click Login.

Troubleshooting Login Issues

If you receive a note indicating that the email address isn’t currently associated with a sales rep login, please confirm that your email address is associated with an active account in SalesView with Sales permissions. Sales permissions are required for access to Sales Tools, even if you have Admin permissions in SalesView.

Sales Tools Overview

When you have successfully logged in, you will see an additional tab titled Sales Tools in the selection panel on the right:

When you expand this option, you will be presented with additional options, including ways to adjust the estimate. Any pricing adjustments made on this tab will be saved with the design.

The following are options available with Sales Tools:

  • Copy Link to Clipboard. This creates a URL to the current design. This link can be used just like any other hyperlink. See Create Quick Link to Custom Designs

  • Download Floorplan. Downloads a PNG of the current design’s floorplan to your desktop or mobile device. This file can be used just like any other PNG file. You can include the floorplan in the design email by clicking the Include with email checkbox. (Typically, floorplans are turned on for emails, so this step is only necessary if you don’t include floorplan views by default.)

  • Deposit Amount. Set or adjust the current deposit amount. For example, if you have a standard deposit amount of 10%, you can override it for this estimate only by providing a customer percentage or amount.

  • Dealer Deposit Discount. Applies a dealer discount to the dealer commission only. For example, if this is set to $100 for a building, this amount will be subtracted from the Deposit Amount Due Now amount, not the Due Upon Delivery amount.

  • Sales Tax. Allows you to manually add a sales tax amount for this design. If specified, it will override any auto-generated sales tax amounts provided by Zip Tax or Avalara.

ADD CUSTOM LINE ITEM OR DISCOUNT

This section, at the bottom of the Sales Tool panel, allows you to customize the quote with additional expenses, discounts, or notes.

To add an additional line item to the quote, click the Add Custom Line Item or Discount text:

This will expand a section for you to define the additional line items to be included in your quote:

The following Custom Item Type options are available by default:

  • Expense

  • Expense (non-taxable)

  • Discount - Amount

  • Discount - Percentage of Base

  • Note

All these options may not be shown (or you may have different labels), depending on how your site was set up. We recently added Note and Expense (non-taxable), so please email support@idearoom.com if you’d like these enabled for your site.

When added, custom line items will appear in the Additions and Adjustments section of your design estimates. Any pricing adjustments will be included in the appropriate subtotals.