Category: Uncategorized

How can we help? 

Read below to learn the answers to some of our frequently asked questions about how to configure and setup BOSS Logics Live to reflect your company’s preferences. 

1. Where/how do we upload brand info i.e. banners, brand bio, collection copy, etc.?
   1. You can upload assets in the Administration > Setup page under Content Library.
   2. Products have to be Imported from the Administration > Imports page. You can also add the products individually.
2. Are the Configure settings (field control, Appointment, scheduling, etc.) individual to each user or are these applied to all the company users once setup by the Admin?
   1. The Configure section is set for the company as a whole. The Admins will set up how everything is configured for the company.
3. What field control/visibility (or general customization) permissions do non-admin company users (sales reps/meeting hosts) have access to?
   1. Only Admins have field control access.
4. Does each individual user need to configure their own Appointment and scheduling settings or does an Admin have to do this for other users?
   1. Everyone sets up their own calendar and Appointment settings. Admins can set Appointment settings such as the look/feel but even this can be overridden by each user.
5. Style XYZ comes in white, yellow and rose gold; we only have images for the yellow and rose gold variations — how do we designate (without manually uploading images to the specific item) that the yellow gold images should link to the white and yellow gold variations and rose gold image to rose variation?
   1. Ideally the styles/variations are created as separated Product records. Typically, we see the Product manufacturer separates the styles by SKU (or sometimes a family code by style). For a simplified example, the SKUs could be XYZ-WH, XYZ-YW, XYZ-GLD. From there, the image upload can match based on the SKU as the image the file names.
6. Can we choose which Product details fields are visible to admins only, other internal users, and retailers?
   1. Yes, via the Configure > Field Control section. From, there, you can currently only control what all company employees see vs retailer customers. There is not currently an option to differentiate for internal users vs admins.
7. If Inventory data is not required, can we hide the inventory field to all users including admin and sales reps?
   1. Yes, via the Configure > Field Control area. Click on the circle minus icon to remove it, then click Save in the bottom right corner.
8. What is the difference between assortment and category or collection? Assuming assortment is more along the lines of a style grouping i.e. new basics, fashion, price point, etc.?
   1. Category and Collection are both Manufacturer attributes for the Product. Category could be something like “Wedding.” Collection refers to the marketing line such as “Cable” from David Yurman. Assortments are for you to build and easily pull up a curated list of Products for any Client at any time in a meeting.
9. Where would I go in order to add & remove filters?
   1. The option to change filters is located in Administration > Configure > Field Control > Filters. From there you can change the position of a filter, and add or remove them as you please.
10. Can I create an asset within a meeting?
    1. Yes.
    2. Content Library >> + (add records) >> Label >> Media type >> Upload asset

We were excited to partner with wholesale jeweler Quality Gold, which manufactures and markets jewelry and gift products to more than 23,000 retailers across the U.S. and Canada. We sat down with Jeff Wynkoop, Director of Buying Groups and E-commerce Sales to discuss how his team integrated BOSS Logics Live into their sales strategy this year. 

BOSS Logics: What led you to BOSS Logics Live?

Jeff Wynkoop: The global pandemic led us to BOSS Logics Live. We needed a way to connect with customers and knew we weren’t going to do that in person this year. We were looking for a system that would enable us to connect with our retailers and at the same time showcase our products; we needed to find a solution that would hit those strategic selling points so that’s how we came across BOSS Logics Live.. 

BL: What did it take to implement BOSS Logics Live?

JW: Implementing BOSS Logics Live was super easy. The BOSS Logics team held several meetings and took the time to teach our staff how to use the platform and guide us through the different features. Once my team understood how to utilize the platform, it was easy to increase our sales. 

BL: Was BOSS Logics Live well received by your sales team? 

JW: Once the BOSS Logics team took us through the platform, my sales team was on board. One of our sales associates owned a business before he came to Quality Gold and was initially against the platform. Now that he’s been working on it regularly, he doesn’t know how he did business without it. He loves the platform and how he can show his customers new products without spending money on travel. Our team has been very successful with BOSS Logics Life. 

BL: Did BOSS Logics Live Increase your sales performance?

JW: We saw an uptick in sales through BOSS Logics Live. The platform was directly responsible for helping us make new connections and for allowing our retailers to order products early enough for them to arrive for the holiday season. BOSS Logics Live helped us raise sales in the double digits percentage-wise and we’re very grateful for the platform as we can easily interact with our customers and show them new products. 

BL: Did BOSS Logics Live help Quality Gold save money in travel this year?

JW: Our travel expenses are the lowest they’ve ever been this year due to BOSS Logics Live. We’ve saved hundreds of thousands of dollars in travel expenses and we’ve had the same results we would have seen if we were going to in-person trade shows. 

BL: Were retailers accepting of BOSS Logics Live? 

JW: Yes, we thought it would be a challenge but once they saw the ease of use and ability for them to see products, they were super excited. They were able to see and discuss things they wanted to talk about as well, since meetings felt more like a conversation than a sales presentation. It was easy for retailers to participate in meetings because they were pre-scheduled, rather than my team cold-calling them, which allowed the retailer to give us their time without distraction. 

BL: Any final thoughts on BOSS Logics Live?

JW: I’m a huge fan of the platform. I was able to connect with a customer who I was never able to meet with at trade shows in the past. We had never been able to sit down together in person, but he gave me the opportunity to discuss business on BOSS Logics Live and now we’re close to doing triple digit figures with him for the year, so overall, the platform has been extremely beneficial to Quality Gold.

How can we help? 

We’ve listed responses to the most common general questions we get about BOSS Logics Live to give you a better understanding of the basic functions of the platform. 

1. How do you get to the Checkout screen?
   1. While in a meeting, click on the cart on the bottom right corner where the Proposals are located. When you are in the Proposal on the bottom left you will see the option to view the purchase order.
2. When I receive a service unavailable message what should I do?
   1. If you receive a service unavailable message, review the document or upload you are trying to complete. If all is well and you still receive this message press shift >> ctrl >> R to hard refresh the page. If that does not work you can reach out to us via chat or email along with a screenshot of the message.
3. Does your system time out?
   1. The system will time out if there is 45 minutes of no mouse movements or clicks.
4. Where would I go in order to add & remove filters?
   1. The option to change filters is located in Administration > Configure > Field Control > Filters. From there you can change the position of a filter, and add or remove them as you please.
5. How do I filter color Product vs. Diamond Product?
   1. If you would like to filter from the Product Gallery page you can do so from the Filter section under Configure. If the specific filter option you are searching for such as Color or Diamond is not available, it is possible to enter it from the Configuration tab. Once in the Configuration tab you can click on the Field Control button and under the Appointment tab in the center of the page you will see the option for the filters.
6. Is a Client’s purchase history removed if the Client has been removed from the system?
   1. Once a Client is removed from the platform, the Clients Data is also removed.
7. Can I assign a meeting to an associate with a Client?
   1. Currently the Associate is the only one who is able to set a meeting within the platform for themselves. Clients can go into the Reception Room to set up Appointments with an Associate.
8. How do I add Client information to the platform?
   1. You can Import Client information with the provided template available to you in the Import Data section of the platform. Click on the Administration drop-down menu, and select the Import Data option.
   2. Once you have downloaded the Sample Files, you can fill out the list accordingly. In the Client Import file, the unique identifier is in the number column. This will prevent confusing Clients with similar names.
   3. In the Import Data section, Select Universal Imports and then select Universal Clients Import. 
   4. As soon as you have completed the list, you are then able to Import these files into the system using a pre-mapped setting. Once you have completed the Import, you can select the sections you want to Import and populate in the platform. After completion, you are ready to start using the Client details you have Imported.
   5. You can manually input each Client’s information one at a time, as well. To do this, you will need to select the new Client tab on the dashboard and populate the information needed. You can also select the Client tab and choose the option to add which will allow you to add a new Client as well.
9. Can the sales reps manually upload Clients as needed or is this an Admin only feature?
   1. Sales reps can only create Clients one at a time via the dashboard page. Admins have the ability to Bulk Upload a list of Clients.
10. How is a User defined?
    1. A “User” would be any person on your account that will have access to BOSS Logics Live regardless of access level. Each user must have their separate login information (license) to be on the platform.
    2. For security and compliance purposes users cannot share login information with anyone. If someone has to have access to the platform for any reason, they need to have their own user account (license).
11. Does each person who logs into the platform equal a user?
    1. Yes, anyone who has access to log into the platform equals a user (license).
12. Is a User defined by how the email invite is generated to the customer?
    1. Each user is verified through their email.
13. Do you need to be a User in order to send out the invite to your customer and for the invite to come from your name?
    1. Yes.
14. Are all Users the same?
    1. Within the system there are three different levels for users; Sales Associates, Managers, and Admins.

We are proud to work with family-owned jewelry vendor ODI as they bring their sales meetings online with BOSS Logics Live. In nearly 60 years of business, ODI offers retailers an innovative and extensive fine jewelry line with superior manufacturing and quality control. We sat down with Jeff Weinman, Executive Vice President of Sales to discuss how his team adapted to a new sales approach amidst the pandemic using BOSS Logics Live. 

BOSS Logics: What were some of the challenges that led you to BOSS Logics Live?

Jeff Weinman: The jewelry industry is a relationship-based industry. Physical interactions and relationships are paramount and generally, physical is better than virtual. With that in mind, before COVID, there was a challenge or opportunity in primarily dealing with independent retailers. For example, if one of our independents lives in North Dakota, there was a cost-benefit analysis of physically traveling to see them (other than when we would see them at trade shows) versus the benefit we would derive from that visit, which can get costly. This presented an opportunity for an alternative way to transact business with them throughout the year. When all travel was shut down during the height of COVID, there was a new challenge presented to us in transacting our business and we needed to find alternative ways to conduct meetings.

BL: What were the options presented to this challenge? 

JW: Starting in the spring, we tried to be creative in how we conducted meetings. We used some video chat mechanisms out there like FaceTime and Zoom. I would schedule a meeting and Zoom with customers and we were able to see each other but problems would arise when I wanted to start showing them jewelry. I would either share my screen to show pictures of jewelry or I would go to my office  where I had jewelry trays that I would normally bring to in-person meetings. I would lay out the trays on a table in my conference room, taking my phone and showing individual pieces via video. It was challenging for the customer to see what I was trying to show them.

BL: How did you evaluate your options before deciding to use BOSS Logics Live?

JW: When we started to explore and evaluate other options, we tried to find a platform that took the best pieces of Zoom video chat capabilities coupled with the best features of a sophisticated website and blend those two together to create a robust platform that was interactive on both sides, allowing us to meet with customers and sell to them. BOSS Logics Live met all of those requirements and criteria. Having BOSS Logics Live salvaged what was otherwise a disastrous year. What makes the platform so great are all of the awesome features and benefits that the system offers compared to other platforms out there. When I think of  BOSS Logics Live, I think of video chat on steroids.

BL: What did it take to implement BOSS Logics Live into your business strategy? 

JW: While working through the platform with the BOSS Logics team, we saw how easy it is to set up appointments and upload contacts, high-resolution images, and videos into the system to create our inventory library. It’s great that there are also places for us to put content like proposals, catalogue pages, and design presentations. When it was time for a meeting with a customer, BOSS Logics Live proved to be the most seamless platform to video chat while simultaneously interacting with products, which was so important to us.  

BL: Was BOSS Logics Live well received by your sales team? 

JW: Whenever new technology is introduced, there’s always some skepticism, but BOSS Logics Live is so intuitive and user friendly, making it so easy to prepare for a meeting that the platform was very well received. It exceeded the expectations of the sales people who might’ve been skeptical at first. It’s really the next best thing to actually being together. 

BL: Did the new strategy with BOSS Logics Live increase your sales performance?

JW: It was a down year due to the pandemic, but our sales would’ve been disastrous without  BOSS Logics Live. We are primed for post-COVID for success and increases in sales because of  BOSS Logics Live.

BL: Did BOSS Logics Live make the sales team more efficient? 

JW: Our sales team is exponentially more efficient. There is no travel time, less prep time before meetings (since all inventory is uploaded into the platform), no inventory suitcase to build, and no product limitations. We can do so much more with less effort. 

BL: Did BOSS Logics Live help you save money in travel this year?

JW: In general, BOSS Logics Live can help reduce travel budgets. Due to the pandemic, our travel budget was virtually zero this year, but I think in the future the platform will help us reduce  travel expenses because there will be opportunities to have meetings virtually rather than in person. 

BL: Were retailers accepting of this new sales method? 

JW: Retailers had similar reactions to our sales people – they were a little skeptical at first but once they saw the ease of use and howBOSS Logics Live offers such an interactive way of doing business while still seeing each other face-to-face, they loved it. The overall feedback we received was very positive once retailers got over their initial skepticism. 

BL: Any final thoughts?

JW: I just want to reinforce a few things I’ve said. BOSS Logics Live is the next best thing to physically being together. The foundation of the jewelry industry is based on personal interaction but BOSS Logics Live offers a very viable opportunity even in a post-COVID world to either replace travel or augment travel. Instead of seeing a retailer physically four times a year, you can see each other twice in person and three times via BOSS Logics Live Meetings, increasing exposure and reducing the travel budget.

How can we help? 

We’ve listed some of our most common FAQs about appointments and scheduling to help you have a better understanding of BOSS Logics Live so you’re able to host successful meetings on the platform. 

1. Do Clients have to go through the company portal in order to Schedule Appointments?
   1. No, Clients are able to Schedule Appointments from the Reception Room. The link to the Reception Room can be found under your name. You have the ability to display the link anywhere, such as your website or within an email sent out to the Client.
   2. Clients can schedule directly through a User’s Scheduling Link, which is also available by clicking on the User’s name in the Reception Room.
2. Can this only be accessed in Appointment mode?
   1. Yes, this is only available in Appointment mode.
3. How many people can be in an Appointment?
   1. Currently, up to nine people can be in an Appointment.
4. Is the Host able to see multiple cursors if more than one buyer is in the Appointment?
   1. Yes, the Host can see multiple cursors along with the names of the Clients that are within the Appointment.
5. Is there a report I can run to view all of our scheduled Appointments?
   1. At the moment, we do not have these reports available. If you are an admin, however, there is a button next to the search Appointments bar which will reveal all the Appointments across your company.
6. How can I view past Appointments?
   1. Administration >> Appointments.
7. Is there a way to delete a scheduled Appointment with a Client?
   1. Yes, there is an option to remove the Appointment from the homepage. To the far right of each Appointment, there is a dropdown with an option to delete.
8. How do I schedule a meeting with a Client?
   1. You can add your schedule into the platform in two different ways. 
      1. Add your schedule from the in-line notifications by clicking on this option and inputting your availability.
      2. You can also click on My Schedule to input your availability.
         1. Within My Schedule you can view upcoming meetings and events. You also have the capability to add an event outside of usual meetings.
   2. Once your schedule is added and made available for view, Clients can enter the Reception Room to schedule an Appointment by clicking on schedule next to your name. Once they have clicked on the schedule option your availability will populate with options for them to choose from.
   3. When you are scheduling an Appointment, you will now be able to choose if this is a confirmed Appointment that is ready to proceed or if you would like to send an invitation to the Client. If the Appointment was not scheduled or confirmed, the system will allow you to send an invitation to the Client so they can accept and proceed to schedule the Appointment with you. A confirmation will be sent along with the link for the meeting; this will also appear in your calendar.

Want your business to succeed? The key to running a successful business is fostering strong relationships with your customers to keep them coming back for more. In today’s world, competition is everywhere, so customer loyalty is one of the most important facets to focus on. We’ve compiled a list of the best ways to build strong customer relationships to ensure your business flourishes.  

1. Establish an excellent customer support team. We’ve all been frustrated when it takes hours or even days to hear back from customer representatives, right? One of the best ways to build a stronger relationship with your customers is by having a customer support team that’s professional, responsive, and knowledgeable about the topic your customers need help with. You’re sure to build your customers’ trust with great support —  there’s no better feeling than when a customer service representative is helpful, friendly, and efficient.
2. Craft the perfect formula for communication. In this case, consistency is key. It’s important to maintain regular communication with your customers, but be sure to stay away from over communicating. Your customers don’t want you to contact them every day, but they also won’t want to exclusively hear from you when you’re trying to sell them something. Build out a plan establishing regular points of contact and keep your communication friendly and natural. 
3. Take the time to get to know your customers. One of the most significant ways to improve customer relationships is by understanding what your customers like and dislike. The easiest way to do this? Social media. Connect with your customers on their favorite social channels, start a conversation with them, and respond to their questions or concerns. 

David Yurman is one of our longest standing clients – we’ve been working with the brand for about a decade, powering their Digital Directory and creating many innovative solutions for the brand and their products. By the time BOSS Logics Live came to fruition, the David Yurman team was on board and excited to learn how to implement the platform within their business. After months of hard work and preparation, David Yurman successfully held its first Market Week completely online, exclusively using BOSS Logics Live for all meetings and presentations. We sat down with Maria Valim, Senior Vice President of Sales, to discuss what it’s like working with BOSS Logics and how her team adapted to a virtual sales approach with BOSS Logics Live. 

BOSS Logics: What were some of the challenges that led you to BOSS Logics?

Maria Valim: In one word, the pandemic. We had to quickly pivot to figure out how we would reach our retailers during a selling market. We typically have appointments in-house with the full David Yurman experience at our showrooms, but with travel restrictions in place, we needed to pivot and figure out how we could give our customers the same elevated experience they would get in our showroom. 

BL: How did you evaluate your options before deciding to use BOSS Logics Live?

MV: Here at David Yurman, we do a lot of due diligence. We scoured the market to evaluate what was out there and put together a spreadsheet of what each company could offer us. After checking the pros and cons of each competitor, we determined as a team that BOSS Logics was the best suited company with the strongest program to work with David Yurman on our first virtual market. 

BL: What did it take to implement this new virtual strategy? 

MV: It was quite something to implement BOSS Logics Live. It was incredible to work in partnership with such an amazing organization as BOSS Logics. BOSS understood what David Yurman was looking for and the level of detail that David Yurman puts into not only design but everything they touch. BOSS Logics held our hand and made the team feel comfortable and pivoted to produce the best possible product, achieving exactly what they set themselves out to do. 

BL: Was BOSS Logics Live well received by the David Yurman team? 

MV: David Yurman has a tenured sales team that is used to high-touch selling and was hesitant to digitize the market process, but when they heard we were working with BOSS Logics’ product they were relieved. This was the first time in the sales team’s career that they couldn’t come in and actually touch the product, but our team was proud to showcase BOSS Logics Live and embraced the product wholeheartedly. In the end, the platform completely surpassed our expectations with sales during any kind of market. 

BL: Did BOSS Logics Live make the sales team more efficient? 

MV: Absolutely. Being able to go into the platform and predetermine assortments prior to showing it to retailers was a game changer. We had the ability to do the homework on our side in advance and toggle with our digital directory and bring in existing products. Our sales team was incredibly efficient because they had all of these functions to have the best possible assortment and presentation at their fingertips. 

BL: Were retailers accepting of this new sales method? 

MV: This type of presentation and platform was the best they had experienced to date. 

BL: Was it easy for retailers to participate in a BOSS Logics Live meeting? 

MV: Absolutely. We were able to have multiple associates and buyers on screen at one time to make them feel connected and see each other as they typically would as a team. The BOSS Logics team worked with David Yurman to make sure we were showing the best part of each product. To be able to have the product come to life on screen for our retailers was extraordinary. 

BL: Any final thoughts?

MV: We’re already looking forward to the next evolution of BOSS Logics Live. We’ve started a dialogue for the upcoming market and how we can make it better and even more dynamic with BOSS Logics Live. This type of platform will always be part of our lives in some way, shape, or form no matter what the world brings after the pandemic. It’s efficient not to have to fly people all over the country and to do a market in a shorter period of time than you typically would if it was in-person.

How can we help? 

We’ve listed some of our most common FAQs about importing products and media to help you have a better understanding of BOSS Logics Live so you can fully integrate your products and associated media into the platform. 

Importing Products 

1. How should I Import my Product files?
   1. You can Import Products into the system via a spreadsheet. The template files are available here, as well as in the Import Data tab in the Administration drop-down menu. You can populate the file with the details required; the unique identifier in this template is the SKU number. Along with the SKU number the Style serves as a form of specific identifier for image purposes.
      1. There are two versions of the file which we can use to Import items; Universal Item Import and Universal Item Extended Import.
      2. Import files must be saved as Comma Separated Value files (.csv).
   2. The Item Imports can be completed one at a time as well. You can click on the Products tab which will lead you to a preview section of the Products.
      1. Once you are in the Products tab, you can click on the plus sign located on the blue bar on the bottom right corner. This will provide you with a pop-up box with the option to Create New Item with fields for you to populate.
      2. Here, you will fill out the information required. As previously stated, the unique identifier here will be the SKU number.
2. What is the purpose of the media_import_code?
   1. The files have a few fields that we will complete and have ready for Import. Among those fields are the options for media_import_code. The media_import_code field allows you to match images in Bulk Matching even if the file names do not match the SKU number by assigning your image name to each item record. 
3. Is it possible to Import data from our Shopify website?
   1. Yes, you can integrate your Shopify with the platform.
4. When we do a Product Import with a duplicate SKU will it duplicate the Product as well?
   1. No, it does not as the SKU is a unique identifier and will not duplicate on the platform. It will update the information.
5. Is it required to upload inventory data?
   1. This is not required. In fact, no uploads are really required on the platform. We advise only uploading data as you need. There is always a way to create a Product, Category, or any attribute via our platform however this may be more time consuming. The basic lists we advise uploading are Clients and Products.
   2. You can import the Inventory through the Import Data section using the Inventory Import CSV file template.
      1. Import Data>>Universal Import>>Universal Inventory Import.
6. What do all of the fields mean/correspond to when creating a new category or collection record i.e. parent, label, slug, code, etc.? Are all fields necessary to fill out?
   1. Field details can be found in the downloaded files from the Import Data section.
7. How long does it take before an Import gets uploaded?
   1. It does not usually take too long unless the file has an error in it. However, while data is uploading you are able to navigate around the platform.
8. How many Products can we upload?
   1. There is currently no limit to the number of products in your Product Gallery.
9. In what sequence are Products arranged?
   1. The Products are default displayed by Style. Products without a Style designation display first, then Products with a Numeric Style designation are displayed from lowest to highest, and then Products with an Alphabetical Style designation are displayed from A-Z.
10. Can I make specific Products permanently ranked in the Product gallery? I would like specific styles to be shown In the first 10 positions of the Product gallery.
    1. Yes you can.
    2. In order to do that add numbers 0-9 to the Sequence field (Product Details>Basic>Sequence). The products will now display according to their Sequence value when items are viewed as default.
11. When we do a Product Import with a duplicate SKU will it duplicate the Product as well?
    1. No, it does not as the SKU is a unique identifier and will not duplicate on the platform. It will update the information.
12. How do I create a “Best Seller”, “New Arrival,” or “Clearance” item?
    1. If you would like an item to be displayed under one of those headers add a 1 under the appropriate header to populate those columns. After the Import go to the Configuration page, add the filter, and position it how you’d like.
    2. This can also be added from the Product tab
       1. Product Gallery>>Click on the Product>>Click Edit>>In Basic, click on Is New Arrivals, Is Best Seller, or Is Clearance.

Importing Media

1. Do Product images get removed automatically when new ones are uploaded?
   1. No, When new Products are Imported it does not interfere with previous Product images. A product with the same SKU number as previously Imported may be updated without affecting the images.
2. What are the preferred image dimensions for Products uploaded? 
   1. 1600×1600 are the preferred image dimensions.
3. Would the media-Import_code override recognizing an image by the SKU on that file if that column is populated?
   1. It’s going to take the best match that it has.  If it doesn’t match the SKU or Style but matches the Import code, it uses that. Vice versa is true as well.
4. How do I upload images into the platform?
   1. You can upload individual images by clicking on the plus sign located on the center of the Product box. After pressing the upload option you can select the images that you want to upload into the item you have selected.
   2. Another way that you can upload images is by going into the Products tab. Once you are in that section you can click on the three dots in the bottom right corner. From there, you will have an option to upload Product media.
      1. When uploading images into the system, your images must be saved with the SKU number, style, or family level for them to match during the upload process. If the images do not match you can drag and drop them into the item they are intended for.
      2. When uploading multiple images to the platform, for them to be recognized and matched successfully you can upload them by saving them on the levels suggested in (a) along with a dash (-). Doing this will allow you to upload the images with multiples in one item. If the image is not placed in the sequence you would like, you can drag and place it yourself.
5. What type of videos does the platform support?
   1. The platform supports MP4s and MPVs.
6. Where would I upload a video into the platform?
   1. When uploading a video into the platform you can add a video to the item via the Product gallery page. Once you are in the Product gallery page you can upload the video by clicking on the plus button on the Product Media.

How can we help?

We’ve listed some of our most common FAQs about creating and sending proposals to help you have a better understanding of BOSS Logics Live and its features. 

1. Can Proposals only be viewed/created in Appointment mode?
   1. No, you are able to also view Proposals under the Client’s name by clicking the drop-down next to their name in the Clients tab. After clicking the drop-down, choose the View Recent Client List option.
   2. You can also view Proposals in the Product gallery page by clicking the white cart icon in the blue bar on the bottom right corner of the screen. This will allow you to search for, edit, and delete existing Proposals
2. How do you email Proposals?
   1. From the home page you can choose the Client you would like to email the Proposal to. Once you have chosen the Client, click on the drop-down option in the Clients box and choose View Recent Client List. After you have opened the option, you can click on the button shaped like a paper airplane to email the Proposal to the Client.
   2. Proposals can be emailed from the Product Gallery page. Click on the Cart>>Click on the Proposal you would like to Select>>On the right side Click on the tile of the Proposal>>Dialog box open, click on the paper airplane>>Send Your curated Client Wishlist
   3. Proposals can be emailed from an Appointment. Click on the client drop box>>Click on the Wishlist drop box>>Click on the Proposal you would like to select>>Dialog box open, click on the paper airplane>>Send Your curated Client Wishlist.
3. Is there a way to view Proposal history?
   1. Yes, all active proposals are viewable for each client in the Client Details Panel.
4. Can multiple Proposals be made for one Appointment?
   1. Yes, one Appointment can have multiple Proposals.
      1. You can create a new Proposal while in a meeting with the Client by clicking on the cart and clicking the Switch/Create Client Wishlist. The Choose Client List window will open with the option to Start New Client Wishlist at the bottom.
5. Can anyone view a person’s notes on Proposals?
   1. Once you email or download the Proposal, the notes can be viewed in the included spreadsheet and email.
   2. The Proposal and notes for a Client can be viewed by all associates with access to the Client’s Proposal.
6. Can one associate access another associate’s Proposal?
   1. Associates can set their Clients to private which will prevent other Associates from viewing their Client’s information in the platform. However, the Clients that have shared Proposals can be viewed by all.
7. Are sales reps (non-admin users) able to configure their own field control/visibility settings for Appointments and Proposals?
   1. No, they are not.
8. Can an associate and manager generate a Proposal outside of a meeting?
   1. Yes, Proposals can be created and managed outside of Appointments from the Product Gallery page by clicking on the Shopping Cart icon in the bottom right hand corner for the page.

We’ve been working on improving how you view and interact with the administration and dashboard pages. Check out the updates we’ve made in the list below.

• On the admin set up page, multiple items can be selected for removal. 
• Assets will show a preview of the content.

• Company names are more prominent in appointment listings for B2B accounts. 
• We’ve redesigned the layout on the homepage and the data management tab for a faster, more pleasant experience.

• The client details panel can be opened in one click within the client listing.