The Sales Builder Pro Management Portal is browser-based. Use this link: Sales Builder Pro Management Portal Link.
Log-in to the Management Portal with the same email and password you use for the app.
GAP Management Portal Top 10 Things You Need to Know:
- What is preloaded in the app?
- Can I add materials to the materials tab?
- How do I customize the finance programs?
- How do I customize the notes that are selected on the Signature tab?
- How do I load brochures, pictures, and videos to the Sales Presentation (Home Page)?
- How do I customize the comfort and site survey?
- Where do I view the proposal history, surveys, and material list?
- Can I schedule jobs (sales calls) in advance?
- How can I quickly view more information about the Management Portal section?
- Can I add Unitary equipment to the Sales Builder Pro app?
Manage Materials Tab
Follow this link to a 3-minute video with step-by-step instructions on managing the materials that display on the Materials Tab in the app: Manage Materials Online Learning Center Link.
Manage Financing Options.
Follow this link to the SBP Online Learning Center Manage Finance Programs Section to learn more: Manage Finance Programs Link.
Manage Final Notes
Follow this link to our Online Learning Center to view a short how-to video: Manage Final Notes
Manage Sales Presentation (Home Page)
Follow this link to our Online Learning Center to view a short how-to video: "Manage Sales Presentation" Link
Follow this Online Learning Center Link to learn how to customize the surveys:
Proposals, Survey forms, and the option material list can be viewed and downloaded in the Sales Management Tools section of the Management Portal.
Follow this link to our Online Learning Center to learn more:
Schedule Jobs (Sales Calls)
Follow this link to view a how-to schedule sales call video: How to Schedule a Sales Call.
Management Portal Learn More Link
Upgrade Sales Builder Pro to include Unitary equipment
For more information please contact our Sales Team: email@example.com