Easily set up new markets by copying product and financing settings from another market
Requirements:
Roof Quote PRO™ active subscription
Admin user access
Overview:
The easiest way to set up a new market is to copy the settings of another market that is already configured and adjust as needed.
Instructions:
To start, login to your portal and go to the Markets tab
Select the market you've already configured (selected and customized products and financing)
Click the 'Apply Settings To Other Markets' button
Check the market(s) you'd like to copy settings to
Below the selection, click 'Apply' (with the arrow to the left)
You should see the number of markets and which markets you want to copy settings to listed in the popup
Click the orange 'Apply' button
You will see a green box with a success message popup
Click on the market(s) you copied to from the list on the left to verify the products and financing were updated - they should match the market you copied
If necessary, go to the Products tab, select the market(s) you copied to and adjust as desired (e.g. customize product pricing and other information such as what's included, colors, etc)
Don't forget to save your changes