Tutorial: Run your first week

You are a new sales manager setting up your first campaign week. By the end of this tutorial you will have a live campaign, imported leads, reps assigned, and a report view you can share with leadership.

1. Open the dashboard

Sign in and land on Workspace → Dashboard. Confirm your KPI cards load and the date filter matches the week you are planning.

2. Create a campaign

Go to Workspace → Campaigns and click Create campaign. Pick a campaign type, set dates, and save. Your campaign is the container for leads and visit fields this quarter.

3. Import CDSL outlet leads

Open Operations → Lead Imports. Upload your CDSL Excel file, map columns, and run the import. The system deduplicates by license number and attaches leads to the campaign.

4. Assign leads to reps

Go to Workspace → Leads, filter to your new campaign, and assign outlets to field reps. Use single-row assign for one-offs or bulk assign when splitting a territory.

5. Review a rep lead request

When a rep submits a new lead from the field, it appears under Workspace → Approvals. Approve or reject with a note so the rep knows the outcome.

6. Check team reports

Finish the week on Workspace → Reports. Start with Visits and Leads & MTD to see coverage and pipeline movement.

You have now run a full manager week: campaign setup, bulk intake, assignment, approvals, and reporting. Keep the how-to index handy for individual tasks.