Managing Section Visibility in Sales Mode

See Also: Live Class - Winning Proposals Webinar

Admins have full control over the visibility of each section in Sales Mode through the Sales Mode Customization settings. This feature allows you to tailor the experience for your sales team and customers. In this help center article, we'll walk you through how to manage section visibility effectively.

Accessing Sales Mode Customization

1. Start by navigating to the "Settings" menu.
2. Click on "Sales Mode Customization."

Defining Section Visibility

Admins can easily define whether each section should appear in Sales Mode and/or Web proposals. Follow these steps:

1. Click on the "Edit" option for the specific section you want to customize.
2. Toggle the checkboxes according to your preferences. You can choose to display the section in Sales Mode, Web Proposal, or both. Choosing the display for "web proposal" also determines whether the section is included in the downloadable PDF proposal

Standard Sections

For standard sections, a side menu will appear, as shown in the image below:

Custom Sections

Custom sections will take you to a different section where you can toggle visibility settings. After customizing, click "Done" to save your changes, as illustrated in the image below:

Visibility Locked

By default, the "Visibility locked" feature is disabled. However, enabling it can be particularly useful. When "Visibility locked" is active, sales reps will not have the ability to change the Sales Mode / Web Proposal visibility you have set for the given section. This is a valuable option if you want to ensure that specific sections are always displayed during the sales process, or always included in or hidden from the leave behind. The behavior of "Visibility locked" is consistent for both standard and custom sections.

With this level of control over section visibility, you can optimize your sales materials to provide a seamless and effective experience for your sales team and customers.

If you have any more questions or need additional assistance with Sales Mode Customization, please don't hesitate to contact our support team. We're here to help you make the most of your platform.