Welcome to SalesView
SalesView by IdeaRoom provides our clients with an administrative website for managing leads generated by IdeaRoom configurators. With SalesView, you can track & assign leads, grant access to Sales Tools, and manage dealers. Over time, this service will continue to provide greater capabilities for managing your sites for Sheds, Carports & Buildings!
Enhance Sales Cycle Efficiency with Lead Management Capabilities
SalesView gives you access to an organized view of every save, quote or purchase that comes through your configurator.
- View all saves, quotes, and purchases made through your configurator
- Assign leads to an owner
- Set the status of a lead
- Create custom lead states
Review Customer Designs & Accelerate Outreach
Immediately access customer designs including total quote amounts, and reach out to them directly from SalesView!
- Search on a customer name, reference ID, or email address
- Sort to easily see all leads from a single customer
- Open the design directly from SalesView
- Quickly see the submitted design and quote amount
- Reach out to the customer directly using email or phone
Seamless Management of Dealers & Sales Team Members
Keep your team running smoothly with an ability to instantly update your dealer network, and who has access to your configurator's Sales Tools.
- Review, sort and search members of your dealer network
- Add or remove dealers
- Set custom deposit amounts for dealers
- Add or remove email addresses with access to Sales Tools