SalesView by IdeaRoom
An overview of SalesView and its capabilities
21 articles
- How to Reset your Password
- Downloading a CSV File of Your Leads
- Adding and Managing Dealers
- How to Sort, Filter, and Search LeadsOrganizing your Leads tab makes it easier to find the information you need.
- Customize Your Leads, Orders, or Payments View
- How to set up your Google Analytics Tracker
- How to set up your Meta Analytics Tracker
- Toggling between suppliers
- Adding a team member and assigning to a dealer siteRelated Articles:
- Enabling Boost user interface
- Enable Lead Capture
- Enable Social Sharing
- Updating Logos & Watermarks
- New Sales Workflow in SalesView (Beta): Drafts, Leads, Deals, Orders & PaymentsWhat the new Drafts, Leads, and Deals tabs do in SalesView, and how Orders and Payments fit into the workflow.