TL;DR
Learn how to manage and optimize your IdeaRoom configurator using the Sites menu in SalesView — customizing sales settings, branding, and customer communications to drive more leads and close deals faster. You’ll also explore Product Catalogs (View-Only and Editable), including how pricing, components, finishes, structural elements, and product rules work together—plus how SalesView Admins can make pricing updates directly, with view-only access available to all clients and limited editable access requiring training.
Intended Audience
Subscribed suppliers, subscribed dealers, and SalesView Admins.
Webinar Overview
Join us for a walkthrough of the data management tools already available in IdeaRoom today — from updating base prices to components to site branding directly in SalesView. We’ll also give a sneak preview of what’s next with advanced editing capabilities, so you can see where the platform is headed.
Key Takeaways/What You’ll Learn
Sites menu in SalesView: How the configurator site looks & behaves to generate leads and close deals.
Product Catalogs (View-Only and Editable): Comprehensive attributes, rules, and prices that fully describe the products available through IdeaRoom configurators.
Detailed Content Covered
Sites in SalesView:
Sales Operations: Customize how you market & sell your products (For example: banners for sales or pricing visibility for your site).
Appearance & Behavior: Configure your IdeaRoom site to align with your company branding.
Communications: Refine how and what you communicate to your customers about their design, quotes, and orders.
Product Catalogs:
Sales Operations: Apply pricing adjustments to the pricing data in your product catalog (for example: quick pricing adjustments like sales or temporary price increases).
Prices: Anyone with Admin SalesView permissions can adjust prices directly in the product catalog.
All of your data at your fingertips: View-Only or edit your entire product catalog which includes things like:
Structural Elements: What the building is.
Components: What gets added to the building.
Finishes: What the building and components look like.
Pricing: What the building and options cost.
Rules:
Available When (example: this door is available when a particular siding is selected).
Relationships (example: match door trim to the corner trim).
Default Designs (example: show an enclosed center section with storage and two open leans).
Text and Labels.
View-Only Product Catalogs are available to all IdeaRoom clients (request access from our Support team).
Editable Product Catalogs are very limited for the moment and require training.
Linked Resources
Webinar Recording - Link