Tune in to understand how to utilize Ivy's latest feature, Room Boards, from start to finish! Key chapters of the webinar with time stamps are outlined below:
How to set up your Room Board on Ivy (4:33)
How to add products/services on your Room Board (8:14)
How to edit products, drag and drop, and hide items from clients (10:59)
Filter your Room Board view (15:22)
Add comments to your products/services for your client to see (16:49)
Create tear sheets from Room Boards (19:53)
Publish Room Boards to your client dashboard (22:09)
Convert Room Board to document (Proposal) (40:46)