Click here for a video walkthrough.
- Click “App Setup”
2. Manage Media is where you can load all of the images and videos you need for your Sales Center App. Click “Add New Folder” to create folders and help organize your media. You can drag and drop files to load them or you can click the “Upload Media” button. Scroll down to see more of your media in the list (more will load as you scroll down).
Photo max size = 1 MB
3. Under General you can customize Builder Terms and Disclaimers. Click Edit to customize and be sure to click “Submit” to save your changes.
4. Color Themes lets you customize the colors of different elements within the app (i.e. headers, menus, buttons, etc). Click “Add New Theme” to create a new one. You can edit, duplicate or delete existing themes.
5. When you click “Add New Theme” this window will open where you can make your adjustments. You can see each color selection and where those colors will display in the app. Add a Name for your theme.
6. Click the color rectangle to start adjusting the colors. You can use the color wheel to adjust, the eyedropper to select a color from your screen or the RGB values. Be sure to click “Submit” to save.
7. In the left hand menu, expand the Configuration menu by clicking the arrow. Then select “Sales Center App”
8. This will bring up the community dropdown menu. Select the community needed.
9. This is where you can start editing the content for your Sales Center App. The buttons in the upper right hand corner…
- Visit Site = link to the front end of your Sales Center App (the button next to it will copy the link to your clipboard)
- Preview = preview link of the front end of your Sales Center App (the button next to it will copy the link to your clipboard)
- Publish = make any of your recent updates live on the front end
10. Click “Configuration” – here you can select certain specifications for this community’s Sales Center App…
- Email Sign-In Enabled
- Additional Security Verification Enabled
- Color Theme – click “Select Theme” to choose one
- Top Bar Menu
11. Scroll down to see the Top Bar Menu section. Click Edit to adjust.
12. You can turn off sections you do not wish to display or rearrange the order of display by dragging and dropping (except for Overview & Summary – those two positions are locked). Click “Finish Changes” when you are done.
13. Back to Page Settings – you can use the “Select Page to Edit” dropdown to start editing each page in the Sales Center App.
14. To start editing ANY of these pages that you select from the dropdown, click the “Edit” button.
15. Once you have made your adjustments, click “Finish Changes” to save everything. If you remain in edit mode, this will lock others users out from being able to edit those pages.
16. You can continue editing each page from the dropdown menu. Use the buttons in the top right to preview, publish and/or visit the front end of the Sales Center App.
