BME - Settings tab
Within Boost My Estimate you have access to many settings. Before sending off an estimate to a client through the BME, there are several features you can update within the estimate.
These features are listed below.
- Terms & Conditions Wording
- Terms & Conditions Content
- Call to Action Button
- Call Back Number
- Influence Videos
You have the ability to update each of these features within the BME by simply clicking into each through the pencil icon on the right of each action.
1. Terms & Conditions Wording - This is the approval text for the terms and conditions.
2. Terms & Conditions Content will prompt an editor for you to fill in your own documentation. You can cut and paste from another document or simply type in the information. Hit the Green Save button when completed.
3. Call to Action Button will allow you to update the actual name of the button. You can also change the wording, text, and background color.
4. Call Back Number (this is your phone number for the client to call back).
5. Influence Videos can be uploaded here. This is where you can add your own videos (they will be listed here once updated). For complete instructions on how to upload the videos click here.
Don't forget to hit the green save button after completing each update action.