Create Visualizer Quickly with One Click Import

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Overview

Use this feature to create/update a Visualizer in no time.

Step-by-Step Guide

  1. If you are on the Advanced Settings page, click One Click Import. If not, follow the steps to Access the Manage Organization Page and then click Advanced Settings.

  1. Click to select the Enable one click Import checkbox.


  2. Click to select the Import to create a Visualizer checkbox.


  3. Click the Select Visualizer Model down-arrow button to select the Visualizer Type whose values need to be updated.


  4. Click Save.


  5. Click Sales Dashboard on the top navigation.


  6. Click Import Excel.



  1. Click the Choose Architecture/Deal Type down arrow button to select the Visualizer Type whose values need to be updated.


  2. Click Download Template. Open the template that gets downloaded.



  1. Insert a worksheet and paste the values that need to be updated. Now map the values in the VROI sheet. Save the spreadsheet.


  2. Return to the Import Spreadsheet pop-up box and enter a name in the Visualizer Name field.


  3. Click Choose File to upload the edited spreadsheet.


  4. Click Create.


  5. The newly created visualizer appears on the Sales Dashboard.


  6. Hover the mouse over the Visualizer and click the button that appears



Note:


  1. An Import Spreadsheet button appears on the Home page as you click to select the Enable One Click Import check box.


  2. You can also import the spreadsheet using the Import Spreadsheet button on the Home page.

Next - Create Folders and Sub-Folders for Visualizer Types

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