Sales Rep Guide

Audience: Field sales reps working assigned leads and logging visits.
Purpose: This is the front door to the Sales Rep guide. It explains your daily workspace, then points you to the right task page.
Companion guide: managers and admins use the Sales Manager guide.

The Sales Rep workspace focuses on your assigned leads, visit history, and personal performance. The Dashboard shows your KPIs and daily activity. Your sidebar includes Leads, Journey plan, Approvals (for requests you submitted), and Reports scoped to your data.

How to get there

Sign in with your rep account. Your sidebar shows the features available to your role — managers see more items under Operations, but reps work mainly in Workspace.

Area	Sidebar path	What you do there
Dashboard	Workspace → Dashboard	Your KPIs and activity chart
Leads	Workspace → Leads	Work assigned leads, submit new leads
Journey plan	Workspace → Journey plan	Plan daily visits (PJP)
Approvals	Workspace → Approvals	Track lead requests you submitted
Reports	Workspace → Reports	Your visits, conversions, outcomes

Find your task

Task	Where	Doc
Work your lead list	Workspace → Leads	How-to
Submit a new lead	Leads → Submit lead	How-to
New lead, approval & visit	Submit → approve → visit	Tutorial
Log a visit	Lead row → Visits	How-to
Edit a visit	Visit detail → Edit	How-to
Export your leads	Leads → export menu	How-to
Read your reports	Workspace → Reports	How-to
Plan your journey	Workspace → Journey plan	How-to

Choose your path

New to the field? Follow one day end to end:
Tutorial — Your first field day → Open leads → Log visits → Check reports.

Adding a new outlet? Use New lead, approval, and visit for the full submit → approval → visit cycle.

Need a quick answer? Every task is its own page under How-to.

Want the exact rules? See Reference for lead stages, report tabs, and what you can edit.

Evaluating the CRM? Start with Why the rep workspace.