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How to Manage Leads & Designs in SalesView

How to Manage Leads & Designs in SalesView

Each IdeaRoom 3D designer is affixed to a back-end management portal and lead compilation system called SalesView. Every save, quote or design that comes through your configurator will show up here, along with important customer details. For companies who are not yet using a CRM system, the IdeaRoom solution is effective and easy to learn.

NOTE: This list may also include leads printed from IdeaRoom, depending on how your site is set up.

For companies with dedicated salespeople and/or dealers, this tool is particularly impactful as each team member can be set up with a login that has differential access (for example, dealer A can be assigned the ability to view only the quotes that dealer A generates). Alternatively, salespeople can work together within a shared system, assigning one another leads or statuses that keep the ball rolling on team sales.

Because each saved design populates in SalesView with the appropriate lead information, it is easy to click on these links and iterate on customer designs. For example, a salesperson can easily open a design submitted by a customer to make a quick change to the building, or even apply a discount or edit a line item.

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