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)

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