How to View Your Interactive Budget (Homeowner View)

Interactive Budgeting. Homeowner View

How to View Your Interactive Budget (Homeowner View)

Interactive Budgeting - Homeowner View

  1. Your client will need to open the email that they received from you when you "Shared the Budget for Live Tracking"
    1. Click here for information on "How to Share the Budget for Live Tracking"
  2. Click on "Launch the Interactive Budgeting Analysis" 

During your Interactive Budget Analysis your client will be able to perform the following functions:
  1. Both the dealer and client can make budget selections from your 3-column budget analysis
  2. Any selections that are made will be reflected within the Budget Total (located along the top of the screen)
    1. 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.
  3. The client can click on any product images to view a larger image of the product
  4. 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
    1. 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.





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