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.)
To open the detail view: From the Leads list, click or tap a lead.
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.
NOTE The ability to delete a lead (available previously on the pop-up dialog) is not currently available; however, it will be restored in a future release.
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.)
