After you have logged in, you will enter the lobby. You have a few menu options as a sales manager. If you click on it, the menu will open on the right-hand side.

These menus can be detached and used as a ‘floating menu’ in your browser. In order to do this, click on the ‘expand icon’.

Scenario controls

As a salesperson, you have the opportunity to check the content that is visible via the control panel.

• For more information about using the scenario controls in the lobby, click here.

• For more information about using the scenario controls in the showroom, clickk here.

Open

Users 

As a sales manager, you will have an overview:

• of all other sales managers who are present of all the visitors who are present in your lobby

• For more information about setting up a video call with your visitors can be found here.

Open

Create demo

You can create a demo from the user menu as a sales manager

1. Click on the blue button ‘Book a new demo’

2. Enter the following in the pop-up that appears:

   1. Select the date of the demo

   2. Choose the time zone that you are in

   3. Determine a start and end time. The end time must be later than the start time

   4. Enter a maximum of 3 e-mail addresses of the visitors you would like to invite

   5. The e-mail address of the host is automatically your e-mail address. You can change this by removing the e-mail address already entered and typing a new address.
      Remark: only e-mail addresses from valid sales accounts can be used

   6. The subject is filled in automatically, but you can add or change it

   7. A standard message is automatically added to your invitation, which you can also add to or modify
      
      

3. Click on send. Your visitors will now receive a meeting request in their mailbox. If accepted, it will automatically be added to the visitor's agenda.

Notifications

Notifications

As a sales manager, you could receive the following

• notifications: New visitor 'x' has entered your lobby

• Visitor 'y' has called you while you were already on a call

The name of the visitor is always clickable, which will take you directly to the profile of the visitor.

Personal account

Need help?

This button takes you to the help page.

What’s new

Click on ‘what’s new'.

A popup with the latest release update appears.

Preview

Click on ‘preview mode’.

You can now test and preview a scenario without interupting other sales or people in the lobby.

You can stop the preview by clicking on the stop button in the top left corner or when a visitor is available in the lobby and you click on his name in a notifications or in the visitor tab.

Log out

By logging out, you will no longer be available as a sales manager in the lobby, or in the showroom.