FAQs
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 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 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.
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 does Tilly work?
Tilly is an advanced A.I. bot that is here to help you find the answer to your question instantly. Tilly appears in the lower right corner of your screen, and the icon consists of two parts, the text and her avatar (picture). If you click on the text ...
How do I create a Retainer Agreement?
Once you are finished editing the Investment Analysis Template, use the Up arrow ↑ at the bottom left or scroll back to the top of the page and click the VALIDATE button to verify all categories with quantities have a Price Level selection. The ...
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 ...
How do I change my yearly sales target?
To see or change your yearly sales target, go to your Dashboard and click on the settings icon just above the time frame selector at the top center of the page. From here you will be able to edit the current and next year's sales target goals.
What is a Related Contact?
The Related Contact field is used to associate this Contact or Opportunity to an existing contact. This could be a Designer, a Builder, or an actual relative such as a husband or wife.
How do I reset my password?
To Reset Your Password: 1. Click on Settings on the left-hand menu. 2. Click on Users on the left-hand menu. 3. Click on your user name. 4. Click Reset in the Account section. 5. You will be emailed a link with instructions on how to reset your ...
How does the Retainer Agreement work?
A Retainer Agreement is a contract between you and your client that clearly states exactly what you will provide them (for example a fully finished, detailed design and quote for their project). A Retainer Fee is normally required along with the ...
How do I create a support ticket?
You can create a support ticket by selecting Create a Support Ticket through the Tilly link on the bottom right in any page of the platform, or the link at the bottom of any page in the Knowledge Base.
What is Job Section?
Job Section is the label you give the specific room, project, or task within the Opportunity. Job Sections are created and labelled within the Investment creation window.
Where do I start?
You can start by familiarizing yourself with DesignAlign: Tilly Click on Ask Tilly on the bottom right side of your screen and read through the list of topics. Click on LEARNING JOURNEYS. We recommend that you select STEP-BY-STEP JOURNEY if this is ...
What is DesignAlign?
DesignAlign is a Kitchen and Bath selling tool that helps you guide your client through the process from contact to retainer in record time, before doing any formal design work. The result is 3 different price ranges for every product and service, ...
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.
How long does it take to get a response from a support ticket?
Tickets and messages will normally have a response by the end of the next business day.
Can I get a refund on my subscription?
If you're unhappy with DesignAlign and wish to receive a refund, please contact us through the Chat, or email us at billing@designalign.com.
How do I cancel my subscription?
From the left-hand menu: Click Settings. Click Subscriptions. Click CANCEL SUBSCRIPTION.
How much is a subscription?
Subscription prices can be found at https://designalign.com
How do I create a contact?
Click on the Contacts tab on the left-hand menu. Click on +NEW (top right). Enter all the General Information paying attention to the required fields. The Company field is likely only necessary for a B2B relationship such as a builder or designer. ...
How do I create an Investment?
To create a new Investment, you'll need to have already created the Opportunity. Select the Opportunity for which you wish to create an Investment. Click on NEW + (top right pane). Enter the Section Name that defines this particular part of the ...
How do I create an Opportunity?
Click on the Contact associated to your project. 1. Click on NEW + (top right pane). 2. Enter Opportunity name. a. This is what you want to call the overall name for this project. b. You can enter a separate Job Section name later. 3. Select Lead ...
What are investments?
Investments to be simply put, are basically “budgets.” The term “Investment” is preferable to “Budget” in this case because, unlike your vacation budget or your car budget, this “Investment” is just that… your client is making an investment into ...
How do I delete a contact?
From your Contacts page: 1. Click on the Contact you'd like to remove. 2. Click on the three dots menu (...) toward the top right of the center pane. 3. Click Delete contact.
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 ...
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."