Phase I - Getting Started
Adding Additional Users To Your Account
If you need to add additional users from your organization, it is best to add them directly through your DesignAlign login. To do this: Login to DesignAlign. Click the Settings button in the left-hand menu, and another tab will open with the settings ...
“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 ...
Setting up the Opportunity
Opportunities are potential projects for which you will create an Investment Analysis. 1. Click on the Contact associated to your project. a. Click on NEW + (top right pane). b. Enter Opportunity name. i. This is what you want to call the overall ...
Creating a Contact
Click on the Contacts tab on the left-hand menu. Click on + NEW (top right). Enter all the Contact information, paying attention to the required fields. The Company field is likely only necessary for a B2B relationship such as a builder or designer. ...
Setting Up Your Profile Information
1. Once you open the program, you will automatically land on the Dashboard page. a. This page will be more important once there are projects loaded into your system. b. Dashboard details will be addressed later. 2. Click on the Settings tab on the ...