Drafts
The Drafts tab holds designs that don't have a customer conversation attached yet — just a saved design, waiting for someone to follow up.
There are two views:
My Drafts — designs saved under your own email address
Sales Team Drafts — every draft saved by anyone on your team. This view only appears if you have Admin or Manager permissions. If you only have Sales permissions, you'll just see My Drafts.
You can filter Sales Team Drafts by Dealer or Salesperson (the person who owns the draft) to quickly find what you're looking for.
What you can do with a draft:
Action | What it does |
Download estimate | Downloads a PDF estimate — only available for customers whose site has PDFs enabled for their emails |
Open | Opens the design in the external configurator |
Convert to Lead | Turns the draft into a real lead — you'll add the customer's name, email, phone, country, and address, then click Convert Draft to Lead |
Delete | Removes the draft from your team's view (IdeaRoom staff can still see it) |
Leads
A Lead represents a real customer you're working with. As covered in Getting Started with Sales Workspace, a lead is created automatically the moment someone saves a design using an email address that isn't registered in SalesView. If that same email already has a lead, the new design is added to it instead of creating a duplicate.
From the Leads tab, you can see contact info and creation date for every lead, and add notes, create a deal, or delete a lead right from the list.
What you see here depends on your permissions: Admins and Managers see every lead for the team, while users with only Sales permissions see just the leads assigned to them.
Why you might see a lead you don't expect
Every lead has its own Dealer and Owner fields, but those fields aren't the only thing that decides whether you can see the lead.
Think of a lead as a customer's folder, and each quote as a piece of paper filed inside it. If more than one dealer has quoted the same customer over time — say, once through a supplier link, and later through a specific dealer's own link — every one of those dealers will see that lead in their list, no matter who (if anyone) the lead itself is assigned to.
That means you might come across a lead where:
The Dealer or Owner field says "Not Assigned," even though you can clearly see it, or
The Dealer field shows a different dealer's name entirely, and you can still see the lead
Either way, you're only seeing it because you (or your dealer) genuinely quoted that customer at some point. And you'll only ever see your own quotes on that lead — never quotes that belong to another dealer.
A couple of things to know:
This is expected, not a bug — it's a side effect of a lead representing the person, not any one dealer relationship, so it can be shared across whichever dealers that customer has interacted with
Assigning a Dealer or Owner on the lead is a separate, manual step — quoting a customer doesn't automatically change who the lead is assigned to
If a lead should belong to you or your dealer specifically, you (or an admin) can assign it from the Lead Details panel (covered below). If something looks off — for example, you believe you're seeing quotes that shouldn't belong to your dealer — reach out to Support.
Lead stages
Every lead moves through a standard set of stages:
New — just entered, not yet contacted or reviewed
Engaged — has responded to outreach, not yet assessed for fit
Qualified — confirmed to have the need, budget, and authority to buy
Deal — has an active, in-progress deal (set automatically)
Customer — converted through a closed-won deal (set automatically)
Nurture — not ready to buy yet, being kept warm
Unqualified — doesn't meet the criteria for a real opportunity
Not a Lead — shouldn't have entered the pipeline (spam, duplicate, wrong audience)
You can rename these stages or change their colors to match how your team talks about the pipeline. Look for stage settings under Settings.
If a lead still has an old custom stage from before this update, it'll display as-is, but you can't edit it directly — clicking it moves the lead into one of the stages above. If your team used custom stages as notes, see Getting Started with Sales Workspace for how to migrate that history with Support before you run into this.
The Lead Detail page
Click into any lead to see everything tied to it:
Every saved design and quote, grouped by reference number (versions are labeled -1, -2, -3, and so on, so you always know which one is current)
A perspective view and floor plan for the selected design
Contact details, dealer assignment (if you have permission), and internal notes, in the Lead Details panel
From here you can:
Edit lead details — click the edit icon next to the Lead Details heading to update the customer's name, phone number, or address
Assign a dealer or owner — right from the Lead Details panel, without leaving the page
Send design — opens your email with a link to the design pre-filled (or text it, on mobile)
New Design Revision — opens the embedded configurator right inside SalesView so you can change size, color, style, and more without leaving the page. Clicking Save changes creates a new version — it never overwrites the original.
Note: Any webhooks tied to the external configurator also fire from the embedded configurator, so your existing integrations keep working without changes.
Internal Notes
Every lead has its own Notes section, right in the Lead Details panel. Use it to log conversations, follow-up reminders, or anything your team needs to remember about this customer — "Called, wants delivery by end of month" or "Waiting on financing approval," for example.
A few things worth knowing:
Notes are internal only — the customer never sees them, no matter how they're contacting you
Each note shows who wrote it and when, so your team has a shared record instead of relying on one person's memory
You can edit or delete a note after adding it
If a customer left a note of their own while saving a design in the external configurator, it shows up in this same list — but unlike your team's notes, you can't edit or delete it
This is especially useful once a lead has been touched by more than one person — dealers, sales reps, or account managers can all see the same history instead of starting from scratch.