How to Add a Dealer

Owned by Jordan Miller
Jul 13, 2023
3 min read

Dealers sites can be created in SalesView, providing both a unique URL and a SalesView site. Dealers will see only leads and users assigned to them. Users who aren’t assigned to a dealer will see any Unassigned leads.

  1. Navigate to the tab “Dealers”. NOTE: This is only available to suppliers with Dealer Network Support.

  2. Click the “+ Add” button in the lower lefthand corner of your Dealer screen.

  3. Name your dealer & designate an ID. This will auto-generate your dealer’s site link.

  4. Add the dealer’s city, state, zip code, phone number and email.

  5. Select whether to use the dealer email on saved designs that are sent to customers.

  6. Click “Save”.

If you have a large dealer network (more than ten dealers, for example), we recommend that you have your IdeaRoom Implementation Consultant add them to SalesView initially through a bulk import. Then, you can manage individual updates in SalesView.

Exploring Dealer Settings

A dealer site combines the details of your buildings with each dealer’s contact and deposit details (available for Carport sites only). You can search for a specific dealer using the Search box in the upper right corner of your screen.

Additional details for each dealer can be found by clicking on their name on the Dealers tab. The first section of the Detailer Details dialog box, includes the following settings:

  • Dealer Name. A customer-friendly name that is displayed on the email that is sent to the customer.

  • Dealer ID. A set of characters or numbers that must be unique among all your dealers. If you duplicate an existing key, the value will not be saved. If you have many dealers, you may want to use a numbering system to ensure this value is unique.

Do not change the Dealer ID once it has been created. If it’s changed, the Dealer Site Link will be changed as well and all leads and users in the previous site will be Unassigned.

  • Dealer Site Link. A generated link to the dealer site that combines the Dealer ID with your URL. If you edit the Dealer ID, the Dealer Site Link will also be changed.

  • City, State, and ZIP/Postal. Included in the header of invoice-style emails.

  • Phone. This number will be shown on emails sent to customers as well as the dealer configurator website in the contact bar. This should be the phone number where the dealer can be contacted by their customers who may have questions about their building or saved design.

  • Dealer Email. The email address that is displayed in the contact bar and included on emails sent to customers. This should be the email a customer would use to contact the dealer directly.

  • Use Dealer Email for Replies checkbox. When a customer receives a saved design, they will often click Reply on the email to ask a question about the design. If you want the Reply email address to be the same as the Contact Email, check this box. If you want the Reply email address to be different, uncheck this box and fill in the Quote reply-to email address.

  • Email Address for Replies. The email address where messages should be sent after a customer clicks the Reply button on a saved design or quote.