Session 1 covers the complete front-end sales process — from orienting participants to the Floorzap interface through capturing a new lead and creating and sending a quote. By the end, participants will be able to manage leads, log tasks, record measurements, use the Lead Board, and build quotes from scratch and from templates.
Session Learning Outcomes:
Navigate Floorzap confidently using the left nav, notification bell, and search bar.
Create and manage leads through all stages of the pipeline.
Log tasks and know how to find them each day.
Add measurements manually and understand the MeasureSquare import process.
Build a quote from scratch and from a template; understand the customer vs. rep view.
Convert a signed quote to an invoice.
Pre-Session Prep:
Have Floorzap open and ready to demo.
Prepare a test lead and customer in advance.
Have at least one quote template built in the demo system.
If demonstrating MeasureSquare integration, have a sample worksheet synced to the cloud.
Write down the names of participants following along in their own system.
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