Accounts & Projects
Accounts & Projects: step-by-step Neural Core Engage guides, in reading order.
- Add products to a customer's listFind a customer's list in Projects & Lists and add products to it by SKU, by name or from the catalog, so you can build a selection with them on the showroom floor.Read more →
- Use Privacy mode with a customerTurn on Privacy mode before you turn your screen toward a customer, so they see their own list and products without costs, notes or other customers' details.Read more →
- Print a customer's listPrint a customer's list or save it as a PDF to hand over or send, with or without prices and images.Read more →
- Invite someone to a projectInvite a partner, designer, contractor or client onto a customer's project so they can see it on your website and, as an editor, change it.Read more →
- Leave a comment on a projectPost a comment on a customer's project in Neural Core, to keep notes and conversation about the project in one thread for your team.Read more →