The embedded configurator lets salespeople update a design or create a brand-new one right from a lead or deal, without leaving SalesView. It's the same configurator technology as the external configurator — just running inside the page you're already on.
You'll find it from New Design Revision, under the Actions panel on the Leads list.
Important: Your Sales Login Authentication setting must be set to SalesView Username and Password, not Email. This requires users to log in with their SalesView credentials, which is more secure. If this setting is left on Email, Sales Tools will not appear in the embedded configurator.
Revising vs. creating a new design
There are two different actions available, and they behave differently — this matters if you're tracking designs by reference number or watching for webhook events.
Action | What happens to the reference number | Webhook event |
New Design Revision | Stays the same, with a new version appended (e.g., -1, -2, -3) | Update |
Create New Design | Gets an entirely new reference number | Create |
In other words: a revision is treated as a change to the same design, while a new design is treated as a brand-new one — even if it's for the same lead.
For clients using integrations: if your integration listens for Create or Update webhook events, this distinction matters. A New Design Revision fires an Update event against the existing reference number. A Create New Design fires a Create event with a new reference number. Make sure your integration handles both cases the way you expect.
No automated email from the embedded configurator
Here's an important gap to know about: when a design is saved from the embedded configurator, no automated email is sent to the customer. This is a planned enhancement, but it isn't available yet.
If you need the formal "here's your design" email to go out automatically, you'll need to use the external configurator instead — click Open external configurator to send the customer there. Once they (or you, on their behalf) save a design in the external configurator, the usual automated email fires as expected.