There is an existing blueprint report in Avails. It creates a static report. However, the dynamic blueprint feature with inventory marking pins can be shared by sales agents with their customers over the web.
- The HTTPS link is secure and password protected.
- The online viewer scales spacing of the pins as viewers zoom in and out.
Tip: While this features shares blueprints within a specific campaign, you may need to share a broader range of information, such as details on not saleable or retired pins. To achieve this, use the sharing functionality within the blueprints interface, as described in Share Blueprints.
To share dynamic blueprints from the Campaign record:
- Sales representatives log into Juice.
- Click Sales and then Campaigns.
- Enter the search terms needed to locate the needed campaign.
- The search filter Campaign Status can be used to search for campaigns that are still in the proposal phase.
- The Site Number or Account Executive search filters are also useful to search for your own campaigns.
- Click Search.
- Click the needed result.
- Click the
icon at the top of the page. - Click the Copy Link button to place the link in memory.
- To copy the password number, select the password number with the mouse. Select copy using your browser functionality, typically Control-C in Windows and Command-C in MacOs.
This presents a filter search window.
This opens the campaign record.
This presents a pop-up window with a web link and password number.
