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"Roadmap" Icon Option

Decide if you want a heart or roadmap icon to display next to services your clients might want to consider.

Russell Henderson avatar
Written by Russell Henderson
Updated over a week ago

Some services might not be right for your clients right now, but are something they would like to consider for the future. 

In the app, we tackle this by offering a "to consider" icon to select by those services when you create a proposal.

We have taken things a step further and given you the option to change this icon and section to a "Your Roadmap" feature. 

Whilst this may just seem a small tweak, it's a huge improvement on the message that you're sending.

It implies the feature is on its way to them and helps with the construction of a powerful long term nurture process with your clients.

How to Change Your Icon

Step 1. Go to pricing tool set up

Log in to your app and go to Configure > Pricing Tool Setup

Step 2. Go to pricing settings tab 

Ensure you are within the pricing settings tab on the left hand side. 

Step 3. Go to the upsell section

Scroll down the pricing settings page and find the Upsell Section. Use the slider to choose the symbol you prefer. Once done, save your settings! 

If you have any questions, please reach out to us in the chat box below! 😃

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