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“Homework” For Your Prospective Client
Prospect Homework Documents The prospect Homework Documents provided by DesignAlign include: Kitchen or Bath Needs Assessment Survey Measuring & Photographing Your Kitchen or Bath The purpose of these documents is to allow your prospective client to ...
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 ...
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 ...
Homework
Homework is a series of documents that you send to your prospective client that guides them through the process of gathering proper specs and information necessary to create a successful Investment Analysis. Homework can be found under the ...
Importing Homework for the Project
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 save the floor plan to this Opportunity. Click Drop or ...