SALES REP PORTAL DEMO • CORE v1.9.2Rep users only see customers credited to them. Pricing rules are controlled by the agency administrator.
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Atlas Local MarketingSales Rep Portal
Taylor MorganBack to Agency Admin

MY SALES PORTAL

Customers, invoices and commissions.

The rep collects the full onboarding package, sends approved recurring billing and sees only their own accounts.

My customers7All accounts
Active customers5Currently active
Commission this month$2,5005 paid customer accounts
New paid sales2This month
NEW CUSTOMER

Onboarding-ready customer package

Collect the information fulfillment needs after the customer pays.

Primary contact

Contact name
Job title
Email
Direct phone

Business information

Business name
Website
Business phone
Google Business Profile URL
Street address
City
State
ZIP
Primary business category

SEO setup

Main services
Target cities / service areas
Target keywords
Top competitors
Requested add-ons / special services
Content approval preference

Account tracking

Customer start date
Account status
RECURRING INVOICE

Approved price with optional promotion

Customer
Approved standard price
Approved introductory offerPromotions are created by the agency administrator. This rep can choose an approved offer but cannot change its price or duration.
MY ACCOUNTS

Attributed customers

BusinessContactBillingStartCommissionStatus
Greenway DentalMaria LopezActiveSep 3$500Active
Summit RoofingJames ColeActiveSep 18$500Active
COMMISSION REPORT

Last 12 Months

Downloadable commission activity for bookkeeping and tax preparation.

Last MonthLast 6 MonthsYear to DateLast 12 Months
MonthPaid Customer AccountsCommission Earned
October 20265$2,500.00
September 20264$2,000.00
August 20263$1,500.00