Halsing Sellers

Seller handbook

From new request to sent offer.

Short sections, one picture each. Reading it all takes about three minutes.

  1. 1 A request arrives
  2. 2 Take the lead
  3. 3 Adjust the kitchen
  4. 4 PDF with prices
  5. 5 Keep stages current

01

Sign in once, everything opens up

Customers never see prices or each other's details. Signed in as a seller, you do, in the designer, the kitchen viewer and admin.

  • Prices on every kitchen

    In the designer and the viewer. Customers see “Price available on request”.

  • The request beside the kitchen

    Message, phone, email and address, next to what they designed.

  • PDFs with prices

    One click gives a complete offer to send.

  • Your leads in one list

    See what is new, what is yours and what is waiting.

02

A request arrives in your inbox

When a customer asks for a quote or a meeting, you get an email with a link to their kitchen.

  • The link signs you in for 48 hours, on any device.
  • Don't forward it. It signs in whoever opens it.

Tip Expired? Open it anyway. You can ask for a fresh link right there.

03

Read the request, then take it

The kitchen opens with the Lead panel beside it: what they asked for and how to reach them.

  • Press “Take this lead” before you call, so nobody else calls too.
  • After the call, mark it “Contacted”.

04

Adjust the kitchen in the editor

“Open in editor” opens the customer's kitchen with prices on. Change what you discussed.

  • Your changes are saved as your own copy. The customer's original stays as it was.
  • The flag at the top right is the customer's country. It decides currency and prices.

05

Export the PDF with prices

Scroll down to the summary. Keep “Include prices in PDF” ticked and press “Download PDF”.

  • The PDF has the 3D views, measurements, module drawing and prices.
  • Unticked, the PDF leaves the prices out.

06

Keep the stage up to date

The stage tells everyone where the customer is. Change it in the Lead panel, behind your initial in the designer, or in admin.

Tip Leads waiting more than 48 hours are flagged in admin under “Väntar > 48 h”.

  1. New Just arrived. Take it.
  2. Contacted You have spoken to them.
  3. Offer sent The PDF is with the customer.
  4. Won They said yes.
  5. Lost Note why, in a few words.

“Won” and “Lost” close the lead.

07

All your leads in one list

Your initial at the top right of the designer opens “My leads”: every request in admin. Take new ones and move stages without opening each kitchen.

08

Four easy mistakes

Every one of these has happened. Each takes a second to avoid.

  • Calling without taking the lead

    Two sellers call the same customer. Press “Take this lead” first.

  • Sending a PDF without prices

    The box was unticked. Check “Include prices in PDF” before downloading.

  • Pricing in the wrong country

    Prices follow the flag at the top right. Check it matches where the customer lives.

  • Forwarding the email link

    It signs in whoever opens it. Share the kitchen with “Share link” instead.