Sales Partner Guide

Managing leads, onboarding schools, and tracking commission.

Your pipeline at a glance — leads, active schools, and commission earned, plus your account approval status.

Lead Management

Add and track prospective schools through your pipeline, from first contact to signed school.

The schools you're credited with onboarding, and their current status.

How commission is calculated and tracked per school you've onboarded.

To-dos tied to your leads and schools, like follow-up calls and demos.

Log in-person visits to schools as part of working a lead or supporting an onboarded school.

See performance reports covering your leads, schools, and commission over time.

Raise a support ticket for account, pipeline, or app issues.

Stay on top of lead activity, task due dates, and account updates.

Manage your own details and check your account approval status.