Through an open project in Promob, it is possible to create a Negotiation in the Manager, in addition, it is possible to synchronize the existing Negotiation in the Manager with the changes made in the design in the Promob and also, forward more than one design to the same Negotiation.
This article covers the following sections:
Generate negotiation through Promob
Updating and synchronizing design changes
Prepare several designs for the same Deal
Generate negotiation through Manager
Open Promob by clicking on the Promob button
Generate negotiation through Promob
To create a negotiation through an open design in Promob:
In the 3D environment, in the upper bar, find and click on the Negotiate icon .
IMPORTANT:
1. When the distribution is Maker, the Negotiate button is available on the budget presentation screen.
2. If none of the budget options (Exploded, Assembled, Summary, etc.) are marked as true in the record, the Negotiate button will also be available on the budget presentation screen.
3. If at least one option is marked as true in Allow Negotiation in the Manager, in the budget record and the distribution is not Maker, the type of budget that can be negotiated is defined by the Allow Negotiation in the Manager configuration in the record.
- The Negotiate button is available if the Allow Negotiation in the Manager option is enabled.
- If the option is disabled, the icon is unavailable.
4. A new tab appears in your browser and the project deal is created. You can then continue using the Manager.
NOTES: The design can only be included in one deal at a time. If you have already done this, you can access the design deal from the Promob home screen. Look for the Deal icon in the design line on the Promob home screen.
Updating and synchronizing design changes
After the deal has been created, there may be a need to update the design in Promob again and the deal needs to match the items in the design.
To send updates to the design:
1. In the changed/updated project, click on the Deal .
2. The updates made to the project are sent to the Manager, and a new browser window appears with the message Please wait! Design found and being updated.
3. After updating the project, a new message appears, Attention! Project updated.
Prepare several designs for the same Deal
When there is an open Deal for a client in Manager, it is possible to include more spaces in this same Deal, through Promob.
With a design from the same client, open:
1. Click on the Deal icon.
2. In the screen that opens in the browser, you must define:
Whether you will create a new negotiation with the project.
- To do this, click on the Add a new deal option.
Whether the project will be added to an existing deal:
- To do this, click on the Add as new Spaces option.
Whether the project will update one of the environments of one of the deals displayed:
- To do this, in the deal, click on the Replace Project option.
If the project will be a second project option in one of the deals displayed:
- To do this, in the deal, click on Create option.
Generate negotiation through Manager
1. Go to Sales - Deals.
2. Select the Add a new deal option.
3. The screen: Deals at your fingertips is displayed, in which it is possible to select an existing contact, create a new one, select a previously imported project, or import an XML manually.
After generating the negotiation, it is possible to access the respective project through the Manager.
Open Promob by clicking on the Promob button
How to open Promob
1. Click on the Promob icon in the Manager.
IMPORTANT
- To open Promob, it is necessary that the Promob shown on the icon on the Manager screen be the same as the one installed on the machine.
- If Promob is correct and does not open, it means that the OpenPromob is not updated.
How to update OpenPromob
1. Download the UpdateOpenPromob.
2. Open the file.
3. Run the UpdateOpenPromob.exe.