Skip to main content
Pinewood Technologies PLC Help Centre home page
Sign in
  1. Pinewood Technologies PLC
  2. Quick Answers
  3. Showroom

Search

📝 Showroom User Setup

Jake
Jake
  • Updated 31 October 2024 15:45

Question

How can I set up a new sales member as a showroom user?

Answer

To be able to use showroom, users need to have one of the following user role set on the user account.

  • Sales Person
  • Sales Manager
  • Business Manager
  • Dealer Principal

Related articles

  • 📝 How to process Leads in Showroom?
  • 🎥 How To Lost Sale Within Showroom?
  • 📝 Showroom Outstanding Orders Handover Date Not Adding
  • 📝 I am to present a Finance Offer to a Customer where the Dealer owes the Customer Money - how do I resolve this?
  • 🎥 How to Transfer Contacts between Salespeople?

Articles in this section

  • 📝 Why am I seeing an Invalid Part Exchange error message when stacking a deal?
  • 📝 Showroom > Offers - No Access error message
  • 📝 How to process Leads in Showroom?
  • 🎥 How to Create a Showroom User
  • 📝 I am to present a Finance Offer to a Customer where the Dealer owes the Customer Money - how do I resolve this?
  • 📝 How do I get the Remove Overdue Box to show?
  • 📝 How do I get the Finance Offer option under Additional Documents?
  • 📝 How to add a Handover Appointment in Showroom?
  • 📝 How to do a Lost Sale in Showroom?
  • 📝 Showroom - Next Contact

See all 25 articles

© 2025 All rights reserved. by Pinewood Technologies PLC