Terminologies and Definitions
Job Section
Job Section is the label you give the specific room, project, or task within the Opportunity. Job Sections are created and labeled within the Investment creation window.
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. Inside the Investment Analysis Template, you will select all the relevant ...
Contacts
Contacts, for this purpose, are your clients and prospective clients, as well as professional relations such as builders and designers. These can be directly accessed from the left-hand pane. Contacts will be sorted alphabetically by last name. Keep ...
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 ...
Opportunities
Opportunities are potential projects for which you will create an Investment Analysis along with your prospect. These can be directly accessed from the left-hand pane or within its respective Contact or Investment. Opportunities will be sorted ...
Homework
Homework is a series of documents that you send to your prospective client that guides them through the process of gathering proper specs and information necessary to create a successful Investment Analysis. Homework can be found under the ...