SALES PARTNER
Overview
Pipeline
Start selling
Your first-prospect plan, industry starting points and practical launch checklist.
Customer materials
Brochures, industry packages, presentations, images, email drafts and your personalized QR materials.
Sales & product guide
Scripts, objections, manufacturing minimums, components, quoting guidance and product knowledge.
Practice the Build Room
Learn the builder by using it. Practice is encouraged, but it is not an onboarding requirement.
Open Build Room ↗Commission ledger
Payouts
Your conversations
OWNER CONTROL CENTER
Your operation, in one place.
Open any customer to follow conversations, next actions and the complete order history.
CUSTOMERS & DEALS
Customers & projects
TASKS
What needs attention
MESSAGES
Conversations
ACCESS & TAKEOVER
Sales, Referral & Trade
Pause or terminate access and reclaim active customers. Original commercial attribution and protected history remain intact.
Settings & administration
Occasional account and program controls. Daily messages and follow-ups stay in this workspace.
Enrollment & remindersTeam emailInvitations & readinessCommission rulesAudit & email statusTrade account settings & invitations