Your Sales Team
The Title and Text boxes may be edited by clicking in the text fields.
Image1 - Editing the text.
As you are the primary selling agent it displays your agent information first.
You configure this information earlier in the process as you work through the Agent Details and Introduction section of the proposal. If you choose to make any changes to your agent information, it also adjusts the information displayed at the top of the page under the Welcome. To make edits to your agent information click the Edit button in the middle of the panel.
Image2- Edit your agent information if required.
Your Support Team
This is where you add details of other members of staff who will be supporting the vendor through the sales process. Click within the field to display the Edit button in the top right. Click the Edit button to bring up the Your Support Team library page.
The very first time you enter this area you will see a blank Selected and Other section within the page.
Once you have added a support team member to Your Support Team library, they will be available to be selected on future proposals.
Use the Add Team button on the top left to add a new support team member.
Image3- Your Support Team Library.
Click the Choose Image button and upload an image of the person.
Add Details about the person under the Title Field. Include things like their name, job title and/or contact numbers. Click Save at the bottom of the page to add them to your support team selections.
Image4- Adding a new support team member
Have some great feedback from a previous client you would like to include? Add the information as a testimonial.
You may edit the header or summary statement text by clicking within the field and over typing.
Click the Edit button to bring up the Testimonial Library.
Image5- Testimonial Edit panel
The Testimonial Library stores all testimonials added to your proposals, allowing you to re-use them on future reports.
Click the Add testimonial button to create a new testimonial record.
Image6- Testimonial Library.
To add a testimonial, you will need to supply:
- Headline text
- A quote or description from the person who has supplied the testimonial
- An image for the testimonial (Not mandatory)
- Client name who has provided the testimonial
- Date of the testimonial
- A star rating
Image7- Saving a Testimonial.
Hit Save to add the testimonial to your Testimonial Library.
Select the testimonial and click Save to add it to your proposal.
Image8- Adding the testimonial to your proposal
Once you are happy with the structure of your support team and customer testimonials its time to move along to finalising the proposal via the next steps and commission structure.