Sales Manager Guide

Audience: Sales managers and admins running campaigns, teams, and reporting.
Purpose: This is the front door to the Sales Manager guide. It explains the workspace at a glance, then points you to the right page — a single task, a rule, or why a feature works the way it does.
Companion guide: field reps have their own guide — Sales Rep.

The Sales Manager workspace is the control center for campaign operations. The Dashboard shows KPI cards (assigned leads, visits, outcomes) and a daily activity chart. The sidebar groups features into Workspace (day-to-day selling) and Operations (setup and bulk tools).

How to get there

Sign in with your manager or admin account. In the app sidebar, every manager feature lives under Workspace or Operations — see the navigation map below.

Area	Sidebar path	What you do there
Dashboard	Workspace → Dashboard	KPIs, filters, daily activity
Campaigns	Workspace → Campaigns	Create and manage campaigns
Team	Workspace → Team	Add users, set roles
Leads	Workspace → Leads	Create, assign, bulk-assign leads
Approvals	Workspace → Approvals	Review rep lead requests
Reports	Workspace → Reports	Nine report tabs for the team
Campaign Types	Operations → Campaign Types	Define field schemas
Area lists	Operations → Area lists	Territory dropdowns and redistribution
Lead Imports	Operations → Lead Imports	CDSL Excel import
Rules	Operations → Rules	PJP daily visit target

Find your task

Task	Where	Doc
Create a campaign	Campaigns → Create campaign	How-to
Import CDSL leads	Operations → Lead Imports	How-to
Assign a lead to a rep	Leads → row actions	How-to
Bulk-assign leads	Leads → selection + Assign	How-to
Review rep lead requests	Workspace → Approvals	How-to
Lead approval workflow	Rep submit → manager approve	Tutorial
Add a team member	Team → Create user	How-to
Read team reports	Workspace → Reports	How-to
Define a campaign type	Operations → Campaign Types	How-to
Manage area lists	Operations → Area lists	How-to
Set PJP daily target	Operations → Rules	How-to

Choose your path

New to the CRM? Walk one week end to end, then keep the task pages handy:
Tutorial — Run your first week → Create campaign → Import leads → Assign reps.

Rep lead requests? Follow Lead approval workflow — review, approve, and hand off to the rep for visits.

Need a quick answer? Every task is its own page under How-to — see the table above.

Want the exact rules? The Reference pages list permissions, report tabs, and lead stages.

Training a new manager? Use the tutorial as the spine, then the explainers for the “why,” and the how-tos as a reference card.