How to Export and Import a 2020 V9 Drawing into Equilibrium
The quickest way to create a quote in Equilibrium is by importing an item list from 2020 Version 9 or before. Follow these instructions to properly extract the data out of 2020 for a successful import into Equilibrium. First you have to export from 2020....
February 2013 Update – New Features for Salespeople
This 5 minute video highlights many of the new features in the new and improved Equilibrium as of February 2013. Most of the features in this release will be utilized by the administrators. However, this video shows what is new for everyone in Equilibrium.
Loading New Catalogs in Equilibrium
If you’re the System Administrator of your Equilibrium environment, then you will receive notifications via email that there is a new catalog available for you to load. Follow the steps below to load a catalog into Equilibrium. First, make sure the proper...
Can I Adjust my Quote’s Pricing?
After investing proper time in a particular lead, you know their budget, you’ve built credibility by recommending creative solutions and agree on what the lead wants to achieve. Designs have all been reviewed, you’ve received feedback and they have...
Where do Product Notes Appear?
There may be times that you need to note the dimensions of the cut-out in an appliance cabinet. Or, perhaps you need to tell the manufacturer which side gets the extended stile. Maybe you need to note that the sink has not yet been selected, and this selection...
Why is the “Ship To” Address Blank on the PO?
Equilibrium gives you the ability to designate on POs where the items are to be shipped. Purchasing and shipping isn’t “One Size Fits All”… there are different circumstances. You need flexibility from one order to the next. ...
How do I Find an Old Order or Job?
Closed (or Completed) orders and deactivated opportunities and jobs do not appear in your lists. Anything that has not been deleted will continue to exist in your Equilibrium environment… we just figured you would want to see what projects will make you...
Import the Customer Address on the Opportunity
If the Job address is the same as the Customer address, Equilibrium saves you time by noting this on the Job record. Simply check the boxes accordingly. When you check the second box, you will see a notification stating that you need to Import the...
How Do I Get My Logo to Appear on Quotes?
Equilibrium enables you to print and email professional quotes to present to your clients. Make these quotes look exceptional by adding your company’s logo. The administrator of your Equilibrium environment will need to follow these steps to upload your...
How can I add additional “Type” values for Contacts?
If you have administrative rights for your Equilibrium environment, you can take these steps to add additional customer types…
Can I change what shows up on my Dashboard?
How can you control what shows up on your Equilibrium dashboard?
What’s the difference between a “Lead” and an “Opportunity”?
A Lead is a business or person with whom you have potential to do business (i.e. “Mr. Smith” or “Henry’s Custom Builders”). An Opportunity is the actual project (i.e. “Smith Home Remodel” or “125 Acorn St- Bath...
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?
Equilibrium has fields for both “Budget” and “Expected Sales Amount” because in working with designers and sales people from across the country, we have found that most projects have both, and they are usually different. The...
What is the Message Log?
The message log shows system-generated status messages that let you know if your changes in Equilibrium were successful.
What is the difference between a Job & Opportunity?
An Opportunity is a Job that has not been “won” yet. It is an Opportunity to win business, and all Jobs start as Opportunities. It normally represents the property or location where the products will be going and the work will be done. ...
I’m able to log in on some computers, but one computer gives me an error message.
You may need to clear the cache (Note, this may clear some user names and passwords stored on your browser). Press <Ctrl> + <Shift> + <Delete> in any browser to clear the cache (it’s sometimes helpful to clear the cookies, as well). Chrome...
How do I report an issue with Equilibrium?
If you discover an issue with Equilibrium, please complete the following steps to ensure the fastest resolution: Click Help in the upper right-hand corner Under “Email support”, click on Open a new ticket Send us a brief email describing the issue you...
I changed my Opportunity to a “Win,” but now I cannot find it in the Opportunities list!
Once you mark and “Opportunity” as “Won,” it becomes a “Job” so it will no longer be visible on the Opportunity list. In other words, it is no longer potential business (an “Opportunity”) but rather current or...
Equilibrium Navigation Tip
No matter where you are in Equilibrium or what you’re doing, you can click on the Equilibrium logo in the upper left-hand corner of the screen to get back to your home dashboard. This is very helpful for salespeople who want to quickly check their...
Manipulating List Views
Throughout Equilibrium, you will find several different lists containing potentially pages and pages of data (the longer you use Equilibrium, the more data you’ll accumulate). We present the data to you in a basic format that we feel may be helpful. ...
How does a sales manager reassign a lead from one sales person to another sales person?
On the lead record, click Edit in the lower left-hand corner, scroll down to the “Lead Owner” and select the new salesperson’s name from the drop down. Click Save & Close. To find all of the leads that belong to one salesperson (in the event of...
How Do I Change My Password?
In Equilibrium you can keep one password or you can change your own password as often as you’d like.
Searching with the Sidekick
Sidekick Search can find almost anything you can work on in the system, such as lead & customer names, quote names or numbers, and much more. It’s as simple as putting your cursor in the search box and starting to type! Equilibrium conducts an...
Remember to Save Your Work!
Every time you enter information in Equilibrium’s quotes and/or opportunities, you should save your work by clicking Save or Save & View in the lower right-hand corner. Save enables you to save what you have entered while continuing to enter more...