Learn How to Use the App - Day 4

Search for a Proposal and Select a Financing Option

Sales Builder Pro Version 9 updates included a major update to the Payment Section on the Options Tab and the Proposal PDF.  Please follow this link to learn more about the improved Financing Section: Compare and Recommend Financing Options

 

Personalize the Proposal with Notes

Notes Tab

Custom Notes Section features:

• 3 Multi-Line Text Boxes
• Tap the More Button to add additional text

Final Notes 

• Tap the "+" to select notes

Requested Install Date

• Tap the calendar to open the date picker

Admin Tips to customize the app to best suit your Company's selling process:

• Customize the Install Date Label Management Portal Custom Settings Section.

Deal Manager: Remote Deal Acceptance 

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