How do I add a Floor Plan?

1. Go to the relevant Opportunity or Investment.
2. Click on the attachments link at the bottom of the center pane.
3. Click on BROWSE... to the right of "Upload your Floor Plan."

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• How do I add an additional Investment to an Opportunity?

  Click on Opportunities in the left-hand pane. Click on the name of the Opportunity. Click NEW + in the right-hand pane. Enter the Section Name. Select the desired Investment Template. Click CREATE.

• 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 ...

• Going over the Homework

  Make sure to proof all Homework sheets to confirm there are no missing dimensions, cabinet counts, photos, etc. Do the stated dimensions make sense? Does the cabinet count seem realistic for the space? Create/sketch a floor plan and elevations using ...

• 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 ...