Selflane Partner Documentation

Welcome to Selflane Partner, a comprehensive platform designed for sales organizations to efficiently manage their operations, agents, bills, and leverage a sophisticated Customer Relationship Management (CRM) system. This documentation will guide you through the key functionalities and help you make the most out of Selflane Partner.

Table of Contents

• Selflane Partner Documentation
  • Table of Contents
  • 1. Getting Started
    • 1.1 Accessing Selflane Partner
    • 1.2 User Roles
  • 2. Organization Management
    • 2.1 Creating an Organization
    • 2.2 Managing Organizations
  • 3. Agent Management
    • 3.1 Adding Agents
    • 3.2 Agent Performance
  • 4. Billing
    • 4.1 Managing Bills
    • 4.2 Billing Reports
  • 5. CRM System
    • 5.1 Leads and Opportunities
    • 5.2 Contact Management
  • 6. Settings
    • 6.1 General Settings
    • 6.2 Notification Preferences

1. Getting Started

1.1 Accessing Selflane Partner

To access Selflane Partner, log in with your credentials at Selflane Business.

1.2 User Roles

Selflane Partner provides different user roles to ensure proper access control and security. The main user roles are:

• Administrator: Has full access to all features and settings.
• Sales Agent: Focuses on lead management and CRM activities.

2. Organization Management

2.1 Creating an Organization

To create a new organization, follow these steps:

1. Log in as an Administrator.
2. Navigate to the "Organization" section.
3. Click on "Create Organization" and fill in the required details.

2.2 Managing Organizations

As an Administrator or Manager, you can manage existing organizations by updating details, adding agents, and adjusting settings. Navigate to the "Organization" section for comprehensive management options.

3. Agent Management

3.1 Adding Agents

To add agents to your organization:

1. Log in as an Administrator or Manager.
2. Go to the "Agents" section.
3. Click on "Add Agent" and provide the necessary information.

3.2 Agent Performance

Track and analyze agent performance using the built-in analytics tools available in the "Agent Performance" section.

4. Billing

4.1 Managing Bills

Efficiently manage bills and invoices by navigating to the "Billing" section. Here, you can view, edit, and process payments for bills.

4.2 Billing Reports

Generate detailed billing reports to gain insights into your organization's financial activities. Utilize the reporting tools available in the "Billing Reports" section.

5. CRM System

5.1 Leads and Opportunities

Effectively trace leads and opportunities in the CRM system. Log interactions, set reminders, and manage the entire sales pipeline seamlessly.

5.2 Contact Management

Use the CRM system to manage contacts, ensuring a comprehensive and organized approach to customer relationships.

6. Settings

6.1 General Settings

Configure general settings such as language preferences, time zones, and other global configurations in the "Settings" section.

6.2 Notification Preferences

Customize notification preferences to stay informed about important updates and activities within Selflane Partner.

Feel free to explore each section in detail to make the most out of Selflane Partner's features. If you encounter any issues or have questions, refer to the Help Center or contact our support team. Happy selling!