DirectDesign

How to Add and Remove Panels

When you have access to the DirectDesign tool, you are able to add and remove panels in an existing array.

  1. In the proposal, scroll down and tap the "Edit" button.

  2. Toggle on "DirectDesign".

  3. Select the array you are wanting to add or remove a panel from.

To remove a panel:

  1. On the right side of the page, tap the panel with a "minus" sign. 

  2. Click and drag your cursor over all the panels you want to remove.

  3. Press save at the top right.

     

To add a panel:

  1. On the right side of the page, tap the panel with a "plus" sign. 

  2. Tap over the spaces you want to add panels to.

  3. Press save at the top right.


How to Add and Remove Panels

The SalesRep+ feature mentioned in this video refers to the "Sr Rep - DirectDesign" additional user role.