Loading…
Owner Dashboard
Active Reps
0
Won Customers
0
Commissions Awaiting Approval
.00
Approved Eligible Commissions
.00
Outstanding Deductions
.00
Outside Payments (Net)
.00
Gross: .00 (Fees: .00)
Prospects by Status
Team Overview
| Rep | Role | Status | Assigned Prospects | Won Count | Modules 1-7 | Assessments | Certification |
|---|
Recent Activity
Sample Websites
Open every prospect sample website and see whether its tracked QR link has been scanned.
Prospect Sample Websites & QR Tracking
| Business | Status | Sample Website | QR Status | Last Scan | Tracked QR Link | Actions |
|---|
Prospects
| Business | Contact | Phone | Status | Assigned to |
|---|
Reps
| Name | Phone | Role | Status |
|---|
Commissions
| Rep | Customer | Package | Type | Amount | Status | Scheduled payout | Owner approval |
|---|
Commissions from payments collected Monday–Friday are scheduled for the following Friday. Weekend collections roll into the next weekly batch. Chargebacks reduce unpaid commissions first; previously paid commissions become deductions from future payouts. Only the owner can approve a commission; the CRM never sends money automatically.
Training Center
Select a module.