Partner Overview

Selflane Partner  is the dashboard for sales organizations selling Selflane to restaurants. Use it to run your CRM pipeline, manage your agent roster, bill your customers, and file support requests with the Selflane team.

Setup Order

For a new partner organization:

1. Admin — set the organization profile, add admins and agents, and configure billing.
2. Agent — every agent fills in their profile so leads attribute correctly.
3. CRM — add contacts, log leads, and start working opportunities.

Daily Workflow

• CRM — leads, opportunities, contacts, service logs, and audit history.
• Invoicing — estimates, invoices, and online payments scoped to the partner organization.

Support

• Service Desk — report issues to the Selflane team and track responses.

Roles

• Administrator — full access to organization settings, billing, and agent management.
• Sales Agent — CRM and personal-profile access; no admin or billing.

Sign In

Open Selflane Partner  and sign in with your Selflane account.