Interactive Budgeting. Homeowner View
How to View Your Interactive Budget (Homeowner View)
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Your client will need to open the email that they received from you when you "Shared the Budget for Live Tracking"
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Click
here
for information on "How to Share the Budget for Live Tracking"
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Click on "Launch the Interactive Budgeting Analysis"
During your Interactive Budget Analysis your client will be able to perform the following functions:
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Both the dealer and client can make budget selections from your 3-column budget analysis
- Any selections that are made will be reflected within the Budget Total
(located along the top of the screen)
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Including any changes made on the dealer view such as changing quantities or editing any of the product details such as price, or sales tax etc.
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The client can click on any product images to view a larger image of the product
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Clicking on "Shared Files" then clicking on a "File Name"
(located along the top of the screen)
will open a document in a new web page
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This is a great way to share a document with your homeowner
Please Note!
The document will open in a new web tab. If the document does not open, turn off your pop-up blocker.