The Salesmen portal is a streamlined experience for reps who work outside the full CRM UI — mobile-friendly lists, quick capture, and territory-scoped data.

Please note:

Reps only see records their role and territory allow — the same RBAC model as the main app; see Roles, permissions, and RBAC.

Lead capture in the portal feeds the same pipeline as Create and manage leads in the full CRM.

Portal capabilities

Area	Rep can	Admin configures
Leads	View and update assigned leads	Pipeline stages, required fields
Customers	Browse accounts in territory	Zone and ownership rules
Orders	Place or review orders	Product catalog, price lists
Activity	Log visits and notes	Interaction types — syncs to Track interactions
Dashboard	See quotas and today’s tasks	KPI widgets — pair with Pulse for stale-lead review

Reps only see records their role and territory allow — the same RBAC model as the main app applies here.

Enable the portal

Confirm Salesmen module is enabled under Settings → Modules
Create or edit a role with portal-appropriate permissions (for example leads.read_own, orders.write)
Assign the role to field users
Share the portal URL or add it to mobile home screen

Train reps on offline-friendly workflows: capture notes immediately after visits so handoffs stay accurate.

Typical day flow

flowchart LR
  Start[Sign in to portal] --> Today[Today's visits and tasks]
  Today --> Visit[Log customer visit]
  Visit --> Order[Create or amend order]
  Order --> Deal[Optional deal update]
  Deal --> Sync[Sync to central CRM]
  Sync --> Manager[Manager visibility in reports]

Pair the portal with Logistics and live map when dispatch needs to see rep location or route progress. Qualified opportunities should stay aligned with Work with deals and pipelines after order capture. Customer-facing access uses the separate Customer portal.

Portale