LEARN HOW TO MANAGE THE APP

Learn How to Manage the App Series

• Log-In to the Management Portal
• Submit update requests to the document section
• Schedule a Job (Sales Call)
• Manage Equipment
• Manage Accessories
• Manage Add-Ons

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Learn How to Manage the App in less than 60 minutes!

• Manage the App - Day 1
• Manage the App - Day 2
• Manage the App - Day 3
• Manage the App - Day 4

Scheduling

• How To Schedule a Job (3 min video)
• How do I delete or change a scheduled past, future or today's job?

Manage Finance Programs

• How is the Financing Dealer Fee applied?
• How is the Monthly Payment Calculated?
• How do I adjust the Financing Program Dealer Fee to Account for End User Sales Tax?
• Does the Down Payment Reduce the Dealer Fees Included in the Finance Price?
• Why do I see $0.00 financing program payment showing on the proposal?
• I recently added Financing Programs to my app and the Dealer Fee Boost is not being applied.

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Discounts and Rebates

• Sales Builder Pro - Version 9.2 - Overview of Changes
• How Do I Set Up Pre-set Equipment Discounts and Instant Rebates?
• How Do I Set-up Conventional Mail-In Rebates on the Signature Tab?

Sales Presentation

• What Type of Files Can I Add to the Presentation?
• Can I add a Powerpoint to Sales Builder Pro presentation?
• Can I add a link to a website to the sales presentation?
• Managing Your Sales Presentation Using the Management Portal (downloadable instructions)

Custom Settings

• Manage Custom Settings - Company Option Defaults
• Manage Custom Settings - Set Company defaults for Payment Options
• Set Company Defaults for Discount and Rebate Titles and Labels
• Manage Custom Settings - Customize the Proposal PDF at the Company Level

Sales Builder Pro Customizations

• Are you Interested in Custom Branding the Sales Presentation?
• Presentation and Proposal Customizations
• What are the dimensions of the tiles (graphics) on the Home Page?

Frequently Asked Questions

• Price & Discount Tracking Tools for Managers
• Why Is My PDF Formatting Off- and How to Fix It
• BCC on Customer Emails Issue
• How do I download the Proposal PDF?
• What is the easiest way for me to see if a proposal was emailed to a customer and when it was sent?
• Back Office Email Explained

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View Instructions for Each Section of the Management Portal

• How Do I Log-In to the Management Portal?
• Management Portal Basics (3 min video)
• View Management Portal Instructions in the Portal
• Setup Status Instructions
• Upload Documents to the Document Portal
• Accessing Your Equipment Using the Management Portal

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