Client Portal Tour
Onboarding Tasks
You can see simple actions to take on the portal. If you log in and go to ‘Tasks’, you can see what you need to do next.
2 x Your Sales
We share sales best practice with our tried and tested “2x Your Sales in 10 Steps”. Watch your sales double and your business accelerate with our Sales Tips.
What’s more, you can gain invaluable insight into your sales function with our Free Sales Tracker Tool.
Detailed Leads
You’ll receive links to each lead. This includes full information on the next step (Booked Meeting or Scheduled Call), customer information, the call transcript, link to the contact history and a copy of the transcript & call recording.
Where Do I Find Activity?
We share our activity with you, to put you in the driver’s seat. Go to ‘Files’, find the ‘Activity Report’ and click on the right hand side. You can see shifts, leads generated, calls made and the team leader board over time.
Account Manager & 24/7 Help
We offer a variety of ways to get in touch, so you can choose the method of communication that suits you best. With our 1 working day response time promise, you can contact us by email, message, WhatsApp, phone or around the clock via web chat. You’ll also be assigned a dedicated Account Manager who is on hand to support you with anything you need and to help you convert more sales.
Refer A Friend & Earn Lifetime Bonus
Did you know we offer a recurring lifetime bonus for every successful referral? Just introduce us to a potential client, and we’ll handle the rest — you’ll receive a monthly bonus for as long as those referrals keep generating sales. Find out more here.