Portals
Representative portal
Clients and pipeline, for the rep.
Representatives
The representative portal is the book: dashboard, overview, client info. It is not a second CRM. Outstanding clients and commissions are the same records the office uses.
In this module
- Rep dashboard and overview
- Client info for the book
On screen
Open this in the operations layout
The same chrome as the workshop: sidebar, tabs, live rows. Click through from here.
app.nexxus / operations
Operations
Plant overview
Recent
Click a row. This is the live layout — web software, not a brochure.
Reports module