We've added a new leads detail page, which includes the ability to edit the design within SalesView. (This page replaces the lead pop-up.)
Go to the Walkthrough Demo
To open the detail view: From the Leads list, click or tap a lead.
Designs saved without contact information (such as an email or name) will no longer be shown in the Leads tab. Typically these are generated by informational pop-ups that are not intended for lead generation.
To add a note: On the Leads tab, click the + icon under the Notes column. Notes are saved with the Lead and shown both on the Leads tab and on the Lead Detail page.
Notes are saved directly to the SalesView lead record. At this time, notes are not available through the webhook integration. If you use notes in your integration, we recommend continuing to add them via the Notes fields in Submit forms — these are included in the JSON payload for webhook Create and Update events.
The Edit Latest Design feature is currently an opt-in beta feature available for desktop and Android phones only. Submit a request via the Support link in the lower-right corner of SalesView to have this enabled on your site.
iPhones have a known memory limitation for apps running in the browser, so this functionality is not currently supported on these devices.
Also note that the Edit Latest Design does not send a webhook event upon save. If you have an integration using an IdeaRoom API or webhook, you will not receive an updated event for design changes.
To edit the design: Click or tap the Edit Latest Design button. This will open the configurator within SalesView, allowing you to make changes to the design.
Use Save Changes to update the design associated with the Lead. The reference number associated with the lead will not change, nor will a new design version be created (no appended version number to the original reference number).
Save Changes does not send updates (via email) to the customer. However, the updated design will be shown in the configurator whenever the customer clicks an existing link in their email.
Use Cancel to discard any design changes made in the configurator, restoring the original design for the lead.
The Edit Latest Design button is disabled if the design was saved as a link only (thus, no customer information) or if the design has been purchased through IdeaRoom-enabled checkout. In these cases, the Edit Latest Design button will be disabled.
The Edit Latest Design capability is available on Android devices, in additional to laptop or desktop computers. It is not available on iPhones yet.
To delete a lead: Click or tab the Trash icon to the right of the lead, in the Action panel.
To send an edited design to your customer: Click or tap the Open Design button and use the call to action buttons on the standalone IdeaRoom configurator.
The lead details will be preserved when the link is opened in IdeaRoom, so you can simply use the Quote or Email Link buttons to send an updated email.
To view a larger floorplan image
For desktop computers: Right-click the image and select Open Image in New Window.
For Android phones: Long-press the image and select Open in new tab.
For iPhones: Long-press the image and release. Do not pinch-and-zoom, which may crash your browser. (This is a known issue with images on iPhones.)
