Field registration
Capture complete dealer information in a guided form.
For salespeople
Field growth, organised.
Register dealers with complete business and location details, then follow status, attributed volume, targets and reported commission.
From field registration to portfolio progress.
Complete journey
One continuous flow, explained step by step.
Each stage leads to the next, from the first account view to progress, account management and support.
- 01↘
Open the field summary
See portfolio size, volume, commission and targets.
- 02↘
Register a dealer
Capture business, contact, tax and address details.
- 03↘
Confirm field location
Add the onboarding location before submission.
- 04↘
Follow verification
Distinguish active dealers from pending registrations.
- 05↘
Inspect the portfolio
Open dealer details and attributed activity.
- 06↘
Measure and respond
Track targets, commission, notifications and account information.
Inside the app
Every customer-facing screen in this role.
These are direct captures from the working application. Use the functional controls to inspect the whole journey.
Screen walkthrough
Salesperson app walkthrough
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At a glance
Home
Dealer count, network volume, commission and targets at a glance.
Use the controls, arrow keys or a horizontal swipe to follow the complete flow.
Role capability
What the experience helps salespeople do.
The interface is organised around the work this role needs to complete and understand.
Location evidence
Connect onboarding to the field location.
Dealer portfolio
Filter active and pending registrations.
Dealer detail
Review status and attributed activity.
Targets and commission
Follow the two core targets and reported amount.
Relevant updates
Return to the work needing attention.