Introduction
Selflane Partner is a platform for sales organizations to manage their operations, agents, billing, and customer relationships (CRM). This guide covers the key features and how to use them effectively.
Getting Started
Log in at Selflane Partner with your credentials.
User Roles
- Administrator: Full system access
- Sales Agent: Lead and CRM access
Organization Management
Creating Organizations
- Log in as Administrator
- Go to “Organization” section
- Click “Create Organization” and enter details
Managing Organizations
Administrators and Managers can update organization details, add agents, and adjust settings in the “Organization” section.
Agent Management
Adding Agents
- Log in as Administrator/Manager
- Go to “Agents” section
- Click “Add Agent” and enter details
Performance Tracking
Monitor agent performance using analytics tools in the “Agent Performance” section.
Billing
Bills and Invoices
View, edit and process payments in the “Billing” section.
Reports
Generate financial reports to track your organization’s billing activities.
CRM Features
Lead Management
Track leads, log interactions, set reminders, and manage your sales pipeline.
Contact Management
Organize and maintain customer contact information and relationships.
Settings
General Settings
Configure language, time zone, and other system-wide settings.
Notifications
Customize alerts for important updates and activities.
For additional help, visit our Help Center or contact support.