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Pipeline (Plus & Premium only)
The Pipeline module is an interactive view of your Opportunities by their respective Opportunity Stage. You can filter Opportunities displayed on the Pipeline by Opportunities created in the last 30, 60, 90 days or created in a specific year. ...How do I modify the Investment Template?
In DesignAlign you can modify each template you create as you build the Investment for your prospective client. If you have any modifications you consistently make and would like them to be "preset" in the Investment Analysis, DesignAlign has the ...Modifying Your Default Investment Template
In DesignAlign you can modify each template you create as you build the Investment for your prospective client. If you have any modifications you consistently make and would like them to be "preset" in the Investment Analysis, DesignAlign has the ...Adding Additional Users To Your Account
If you need to add additional users from your organization, it is best to add them directly through your DesignAlign login. To do this: Login to DesignAlign. Click the Settings button in the left-hand menu, and another tab will open with the settings ...How do I locate the Homework documents?
Click Opportunities from the left-hand pane. Click on the Opportunity name. Click on attachments on the bottom center pane. Click on NEW + from the right-hand pane. Select Opportunity Forms from the Type dropdown. Select the desired Homework ...
Popular Articles
Focusing on Pre-Qualification
The traditional sales and qualification process in the Kitchen & Bath industry could take several days to weeks to finally get a formal commitment from a prospective client. This involved many hours of meetings, measuring, guessing, and computer ...How do I import Homework?
Click on Opportunities on the left-hand pane. Click on the relevant Opportunity. Click on the attachments link at the bottom of the center pane. Click BROWSE… next to “Upload your Floor Plan” to select the file from your device, and then save. Click ...The Four Phases of the DesignAlign Sales Process
Phase I - The Initial prospective client meeting In this initial meeting, you will introduce yourself, your company, and your unique and special way of helping your client be more involved in creating their dream kitchen or bath… the DesignAlign way. ...Contacts
Contacts, for this purpose, are your clients and prospective clients, as well as professional relations such as builders and designers. These can be directly accessed from the left-hand pane. Contacts will be sorted alphabetically by last name. Keep ...Investment Analysis
The Investment Analysis is the budgeting area inside DesignAlign. This is where you and your prospect will collaborate to build out an Investment Range for their project. Inside the Investment Analysis Template, you will select all the relevant ...