A session is an appointment between a member of your team (administrator or manager) and one of your contacts (buyer or journalist).
Each session has a unique browser link (URL) which directs the user to the showroom. You can:
Share this link with your contact so they can navigate the showroom on their own
Open the link yourself to share the showroom during an in-person meeting or by ‘screen share’ in a video conference
Creating a session
To create a Session, you have to click on the "Add session" button on top right in the Showroom initial page.
Each session is composed by the following items:
The geography or team related to the contact involved in the session.
The client or journalist you're meeting with.
To select a contact, write at least three characters of the contact name, and click on one of the suggestions from your contact list. If you can't find the contact you are searching for, check in the Contact list:
the contact might be there, but with a different spelling
the contact might not have been added yet, in which case add it to the Contact list
Who is managing the session - it might be you, or one of your teammates
The visibile collection microsite(s) inside the showroom.
Note: connecting one or more collections lets us build a microsite for the session. If there’s no collection you can still arrange the meeting, but the link to the showroom won’t be available until you connect your collection(s).
If your Showroom is set to manage Orders, you can connect each session to the specific Price Group you want to adopt with the client.
You can also add a Retailer (Door) to the session, in case you want to specify which is the store your contact is making the order for.
Date / Time
If you’d like to set an appointment for the session, you can set a date and time.
You can specify the location, either physical or virtual, where the meeting will take place. For example a room, table or stand number for a physical meeting, or the videoconferencing details if it’s taking place online.