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.
At any time you can choose an account and enter that account. When you are in a
downstream account you will see everything as that account. Make sure you are
in the correct downstream account before creating anything
If you stay in the main account, the one with your company
name on it, you will have the choice upon creation of any records as to where
that record belongs.
Account
Manager:
This is the
contact information for your account manager. Please reach out to them before
anyone else. Majority of the time they will have the solution or answer you
need.
Book Time
With…..
This is a
direct booking console to get time with the CEO or Engineering Please don’t
abuse this priveledge, and it is always best to arrange everything before
booking the meeting
Partner
News
Sales
Materials
The
remaining blocks will be tools to help you sell. As we update or add new we
will be putting them in these.