Build a selection and send it to a customer

Part 1 · Gather the pieces

1. 1

   Step 1. In the workspace, find a piece the customer might want and select “Add to selection.”

   • Result: A tray appears at the bottom of the screen showing what you have gathered so far.
   • Keep going. Remnants, whole slabs, and stones from a supplier catalogue can all go in the same selection, because a customer does not think in those categories.
2. 2

   Step 2. When the shortlist looks right, open the tray and select “Create selection.”

   • Result: The selection is saved and opens on its own page.

Part 2 · Name it and send it

3. 3

   Step 3. Add the customer's name and a phone number or email.

   • This is how you find the selection again in three weeks, so put in what you would search for.
4. 4

   Step 4. Write a note if it helps.

   • It appears at the top of what they see. “Here are the four we talked about, the Calacatta is the one I would pick” does more work than any feature.
5. 5

   Step 5. Select “Copy link” and send it however you already talk to that customer.

   • Result: The link is copied. Text it, email it, put it in a quote.
   • If it fails: If the button does nothing, your browser blocked the copy. The address is shown next to it, so select it and copy by hand.

Part 3 · See what they picked

Your customer opens the link, looks through the pieces, and hearts the ones they like. They can send it back when they have decided.

• You get an email the first time they heart something, so you know they opened it.
• You get another when they send it back.
• The selection itself shows which pieces are hearted whenever you open it.

6. 6

   Step 6. When they have chosen, put the piece on hold from the selection.

   • Result: The piece is held for them and drops off your public storefront, so nobody else is shown a piece that is spoken for.
7. 7

   Step 7. Close the sale the way you always do, from the piece itself.