This section includes a product tour of SalesView for those new to the application. Note that you may not have all these options available in SalesView. The capabilities of SalesView will vary based on your IdeaRoom subscription.
SalesView is composed of two main areas: the Left panel and the Main screen. The Left panel is primarily used for navigating SalesView. The Main screen is primarily used for managing network dealers, users, and leads.
The Left Tab Panel is composed of two sections:
For the current user, click the down arrow to the right of your name to do the following:
If your email address is associated with more than one SalesView site, you access these sites using the Current User dropdown. In the example below, the user Enrico Fermi has access to two SalesView sites: Atomic Buildings and Comet Carports. Selecting a site from this list will display the users, network dealers, and leads associated for that SalesView site.
