Through an open project in Promob, it is possible to create a Negotiation in the 2020 Manager, in addition, it is possible to synchronize the existing Negotiation in the 2020 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:
Gerar negociação através do Promob
Update and synchronize design changes;
Prepare several designs for the same negotiation;
View received designs in 2020 Manager
Open Promob 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 .
- The negotiation icon is also available on the budget screen when generating the design budget.
2. A new tab in your browser opens, and your project negotiation is created.
Thus, it is possible to continue using the 2020 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 the updates made to the design:
1. On the design corresponding to the deal, go to the budget tab and click on the Prepare for Deal icon, .
2. The updates made to the design are sent to 2020 Manager, without having to open the browser. This way, you or another user will have access to the updated deal.
3. If you want to access the deal in the browser, click on Deal again. The negotiation opens with the updated project.
Prepare several designs for the same Deal
When there is an open Deal for a client in 2020 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 2020 Manager
1. Go to Sales - Deals;
2. Select the 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 2020 Manager.
How to open Promob clicking on the Promob button
How to open Promob
1. Click on the Promob icon in 2020 Manager.
IMPORTANT
- To open Promob, it is necessary that the Promob shown on the icon on the 2020 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.