What is an investment meeting?
The Investment Meeting is where you and your prospective client get together and complete the Investment Template to create the ideal investment range (budget) for their project.
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The Investment Meeting
Phase II – The Investment Analysis Going over the Homework Make sure to proof all of these homework sheets to confirm there are no missing dimensions, cabinet counts, photos, etc. Do the stated dimensions make sense? Does the cabinet count seem ...
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 ...
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 ...
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.
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.