Demos
Last updated
Last updated
You can create a new demo from 3 places in the application: , and .
Demos are set either for specific products or as a general inquiry.
Select an available date your team can meet.
The vendor will respond to confirm, and if needed, adjust outside this application via email and with their online meeting software (Zoom, Teams etc.).
LVL Up Auto will help coordinate first time vendor demos and reach out on your behalf. After they are setup the first time, all future demo requests will go to their CRM and/or point person.
You can invite any user that is already in your org.
After you conclude your meeting, click the calendar with the checkmark to mark your demo as completed.
You can always go back and edit a demo to adjust the attendees or the time. Vendors will see all of the updates you make.
Based on how the demo went, you may decide to add, change or remove locations and even seek a proposal for the group. The Proposal Developer brings everything together for your team to determine paths forward.
You can create adjust different structures as you see fit. Just select the location(s) or group, with the product and the pricing and terms. Then hit add.
Post demo encourage each attendee from your team to add their own from click the star, which they can also edit later as new information comes up from future interactions.
After you agree to terms you can click the blue checkmark to add each product as a new partner. If you make any errors you can always remove in deals in .
