Sales Reps – Your Work List

Edelweiss+ provides many ways for you to stay organized. One of the more helpful ways is the Work List. This is a tool that simply allows you to place catalogs or collections with which you’re working all in the same spot.

You can quickly add a catalog to your Work List while viewing that catalog:

Click into your Catalogs page to add any of your catalogs to your Work List. Again, click on the star icon:

You can add a Work List widget to your homepage:

Once finished working with a catalog, simply click that star icon again to remove it from your Work List.

A usual workflow here is to decide which catalogs you’re going to work in for the season, add them to your Work List, do your markups and orders, and then once finished, remove those catalogs from your Work List. This simply allows you to keep all your work all together in one customized and easy-to-find “folder,” so to speak.

Note, you can change the order of catalogs in your Work List widget. Click here:

Then, just drag and drop those catalogs to your desired spot and remember to save your work. Easy!