Manage the App - Day 4

Lesson 4

Manage Sales Presentation

• Tip: Carefully name the files that you upload to your presentation, the filename is visible to your customer when you share the item. 

Manage Comfort and Site Survey

Manage Custom Settings (SBP V9)

SBP V 9.2 includes "Mail-In" Rebate customizations for the customer PDF. Use this link to Learn More.

This 14-minute video demonstrates what's new in the app and how to manage the new features in the Management Portal.

Remote Deal Acceptance, View Proposals, Forms & Timeline

Deal Manager is a powerful suite of tools that simplifies the work that you do. From preparing and presenting winning proposals to winning more jobs, and moving these jobs through acceptance, scheduling, and installation.

Link to Deal Manager Online Learning Center

Customizations for Sales Presentation and the Customer Quote

Click Here.

Use the Sales Builder Pro After Launch Checklist to help you customize your app quickly and efficiently.  Attachment is below the NEXT arrow :-)