YourNewDoor
SANDBOX · TRAINING MODE

Sales Training Home

This preview is a safe place to practice. All data starting with [DEMO] is throw-away and can be edited freely. Live integrations are intentionally disabled — see “Not yet connected” at the bottom of the page.

Walk-through videos

DRAFT · EXAMPLE ONLY

One sample voiceover so you can see the format. Not a source of truth — we'll record the real library after the UI cleanup pass with the actual end users.

Reconciliation page — walkthrough
~82 sec · narrated tour of blockers, warnings, evaluators, and the release flow
Open page

Practice scenarios

Scenario 1 — Fiberglass replacement

Simple stock-style replacement. Practice creating a proposal, taking a Site Assessment Deposit, then a Project Deposit.

CustomerOpportunityProject
Scenario 2 — Custom front door

Custom mahogany front entry with arch top and sidelites. Practice the design + CAD + reconciliation hand-off.

CustomerOpportunityProject
Scenario 3 — Mixed project (custom front + fiberglass back)

Two openings on one project routed to two different vendors. Practice opening-level vendor routing and release.

CustomerOpportunityProject

Walk-through checklist

  1. 01Browse the Price BookOpen
  2. 02Browse the Catalog / LibrariesOpen
  3. 03Open Mission ControlOpen
  4. 04Open the Customers listOpen
  5. 05Open the Opportunities pipelineOpen
  6. 06Open the Projects listOpen
  7. 07Open the Proposals listOpen
  8. 08Open the Payments dashboard (SAD + Project Deposit)Open
  9. 09Open the Field PortalOpen
  10. 10Open the ConfiguratorOpen

Suggested end-to-end flow

  1. Pick a demo Opportunity above and open the Workspace.
  2. Create or open a Proposal, add line items from the Price Book / Catalog.
  3. Send the Proposal and request a Site Assessment Deposit (SAD).
  4. Mark the SAD paid (sandbox), then schedule the Site Assessment.
  5. Walk into Field Portal → fill the Field Record for the opening.
  6. Validate Final Scope → request Project Deposit → mark Sold.
  7. Open the Project → run Selections → Reconciliation → Manufacturing Release.

Not yet connected

  • stub
    ServiceTitan — not connected. Manufacturing Release queues sync events but does not push.
  • stub
    Google Calendar — not connected. Appointments are local only.
  • stub
    QuickBooks — not connected. Payments are sandbox / mock.
  • stub
    AI assistants (field, photo, voice) — placeholders only.
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    DocuSign — not connected. Proposals are accepted in-app via secure token.

If you see an error related to one of the systems above, that is expected — it will be wired up in a later sprint.