Locating Self-Service Capabilities in SalesView

You can make changes to your IdeaRoom 3D designer in the tab called “Sites”.

1. Log in to your SalesView site.

2. Click the tab “Sites” in the panel on the left.

3. If you have more than one 3D designer, click the one you want to edit (for example, some clients have both a shed designer and a carport designer).

Open

Pro Tip: Make sure you scroll down!

You have access to a number of editing functions including the ability to change:

• Company name

• Company address

• Company phone number

• Disable/enable sharing, view in your space or autosaving of designs

• The email address that sends & receives your designs

• The format of your follow up emails

• The logo & watermark that appears in your designer

• The layout and scene background of your designer

• The brand colors in your designer

• Adding an information panel to your designer

• The pricing visibility in your designer and follow up emails

• Aspects of your floor plan

Note: You can also control aspects of your pricing. Price editing lives in its own tab called “Pricing”.