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01. The Dashboard
When you first log into the portal you will be brought to the dashboard. Here you will find the main menu, accounts dropdown, staff information and latest promo material. Accounts Dropdown: You will find all your downstream accounts in this dropdown. ...
02. Profiles
Here you will find your current profile with 13 Layers, and while using the accounts dropdown you can check on your downstream account information also. Please make sure all information is accurate and up to date. This is our first goto for all ...
03. Leads
When coming to the portal to enter potential client information into the system, Leads is your first stop. Every potential client starts as a lead. Once they have been a lead and you qualify them, then they convert to an account/contact Required ...
04. Modules and Accounts
Once your lead has been qualified and converted in the system an account and contact they will appear in each section. Accounts is the company, and the contact is the person that works for the company. Accounts cannot be added into the system so ...
05. Deals
When you get to the point in the sales process were you ready to make a deal or issue a quote you will go to the deals section and create a deal While you are in the deal information form make sure and put the products that your client is interested ...