Personal Sales Portal — User manual

Leads, quotations, purchase orders, and expenses for sales teams.

1. Sign in

1. Go to /personal/sales/login.
2. Access is granted per organization — contact your admin if sign-in fails.
3. After login, your organization name appears in the sidebar.

2. Dashboard

Pipeline overview: open leads, quotations awaiting action, and recent activity. Use notification bell for document events.

3. Leads

• Create leads with company and contact details.
• Open a lead to update stage, notes, and linked documents.
• Convert qualified leads into quotations from the lead detail view.

4. Quotations

• Build rich-text quotations with line items and terms.
• Preview or send PDF versions to customers when email is configured.
• Track status from draft through accepted or declined.

5. Purchase orders

• Generate POs from accepted quotations or manually.
• Edit line items, delivery terms, and attachments on the PO detail page.

6. Expenses

• Log travel and operational expenses tied to your sales work.
• Filter and review history for reimbursement reporting.

7. Tips