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 categories, quantities, and price levels to match your prospective client's project needs.
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What is an 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. In the Investment Analysis Template, you'll be able to pre-configure 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 ...
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 ...
How do I delete an Investment?
Click on Investments in the left-hand pane. Click on the Investment name. Click the 3 green dot menu icon. Click on Delete Investment.
Preparing the Investment Template
Spending a few minutes before your Investment Meeting by pre-configuring the Investment Template will help you and your client work through the Investment Analysis process much more efficiently without getting distracted with irrelevant categories ...