<![CDATA[Upgravy Help]]> en-US Mon, 26 Sep 2022 00:31:19 +0000 <![CDATA[Who switches reps from one status to the other?]]> https://help.upgravy.com/article/9/who-switches-reps-from-one-status-to-the-other This could vary depending on your showroom rules.

Most showrooms have the top couple (2 or 3) reps keep an eye on the showroom. When a guest enters the rep in the second spot would update the status of the first rep by switching them to the guest column. This would allow the second rep to move up into the...

]]> https://help.upgravy.com/article/9 Thu, 02 Jun 2022 05:55:37 +0000 <![CDATA[What are the different columns? - Statuses]]> https://help.upgravy.com/article/8/what-are-the-different-columns The concept behind the columns is to create an order of responsibility of who handles incoming retail traffic coming into the showroom plus being able to see which reps are busy or out.

The following are definitions of the columns

Ready - this column or the reps in this status are ready to help a guest when they enter the showroom. The...

]]> https://help.upgravy.com/article/8 Thu, 02 Jun 2022 05:47:46 +0000 <![CDATA[How to add rep to a different column - (Ready, Guests, Appointments, Out)]]> https://help.upgravy.com/article/7/how-to-add-rep-to-a-different-column On the right of each rep card

Screen-Shot-2022-06-01-at-10.29.38-PM.png

Click the three dots

This will open a pop-up box with the options available depending on which column the rep currently is in.

Select the name of the column to add the rep to it

Screen-Shot-2022-06-01-at-10.33.45-PM.pngScreen-Shot-2022-06-01-at-10.33.57-PM.png

The...

]]> https://help.upgravy.com/article/7 Thu, 02 Jun 2022 05:35:25 +0000 <![CDATA[How to create a new rep]]> https://help.upgravy.com/article/6/how-to-create-a-new-rep From showroom, the rep should be added to

Click on Add New Rep at bottom of out column

Enter Name (First & Last)

Enter Email Address

Toggle on Notifications - if the rep wants to be notified as they move up the rotation

Click Save

Rep will be added to the Ready Column

]]> https://help.upgravy.com/article/6 Thu, 02 Jun 2022 05:25:22 +0000 <![CDATA[How to create showroom]]> https://help.upgravy.com/article/1/how-to-create-showroom From the admin dashboard

Click on current showroom name on left side of green navbar

Click New Showroom

Enter Name

Click Create Showroom

]]> https://help.upgravy.com/article/1 Sat, 12 Feb 2022 04:19:22 +0000 <![CDATA[What does my team do when they arrive to work?]]> https://help.upgravy.com/article/5/what-does-my-team-do-when-they-arrive-to-work Step one is for the owner of the account to share the link with the reps.

When the reps arrive to work, they will click on the link, find their name on the "Out" column and click the right side, then choose ready.

This will create an order of who is responsible to greet the next guest.

]]> https://help.upgravy.com/article/5 Sat, 12 Feb 2022 04:45:49 +0000 <![CDATA[How does the 14 day trial work?]]> https://help.upgravy.com/article/4/how-does-the-14-day-trial-work

]]> https://help.upgravy.com/article/4 Sat, 12 Feb 2022 04:41:36 +0000 <![CDATA[Can I get an SMS instead of an Email?]]> https://help.upgravy.com/article/3/can-i-get-an-sms-instead-of-an-email At this time we do not provide SMS notifications.

You could alternatively use the Mail-to-SMS gateway for your carrier.

Here is a list of a few of the major carriers:

AT&T - number@txt.att.net

Boost Mobile - number@sms.myboostmobile.com

Cleartalk - number

]]> https://help.upgravy.com/article/3 Sat, 12 Feb 2022 04:37:00 +0000 <![CDATA[How do I add a new rep?]]> https://help.upgravy.com/article/2/how-do-i-add-a-new-rep You can add a new rep from two different places, both require being logged in as the owner.

Open the showroom that you want to add a rep. At the bottom of the "Out" column click add rep. Enter Rep's full name, then email address and click save. The rep will be added to the ready column automatically.

From the dashboard click...

]]> https://help.upgravy.com/article/2 Sat, 12 Feb 2022 04:29:08 +0000