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'Upload to Salesforce' button in CADPro

'Upload to Salesforce' button in CADPro

1. Design your CADPro Project. Once the designs are complete, enable the spaces that you want to present to the customer through the Job Manager.

 

2. CLICK Upload to Salesforce

•Edit the Description to the describe the spaces in the CADPro File

•Client file, Production file, etc.

 

 

3. CLICK Upload You will see a Success Message

4. When complete, CLICK Continue

a. Your Design will now show on the Opportunity Page in Salesforce under Designs

 

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