Sales Shell Overview

Overview

The Sales shell is a dedicated interface for door-to-door field reps managing canvassing operations. Track homes, prospects, routes, territories, and sales activity in one focused workspace optimized for field sales workflows.

Accessing the Sales Shell

1. Log in with your builder account
2. Navigate to /sales from the builder dashboard
3. Use the sidebar navigation to access sales features

Sales Navigation

Core Features

• Dashboard - Daily sales metrics and activity overview
• Homes - Address pipeline with disposition tracking
• Prospects - Lead management and conversion tracking
• Routes - Daily canvassing routes and territory planning
• Map - Geographic view of territories and prospect locations
• Follow-ups - Scheduled callbacks and touchpoint management
• Leaderboards - Team performance rankings and gamification

Sales Operations

• Sales - Deal pipeline and close tracking
• Handoffs - Transition qualified leads to fulfillment
• Commissions - Payout tracking for field reps
• Playbooks - Sales scripts and canvassing best practices
• Territories - Geographic assignment and coverage planning
• Integrations - CRM and sales tool connections
• Settings - Team preferences and workflow configuration

What You'll See

Each page shows placeholder "Preview" content while the full feature is built. The shell provides the navigation structure and branding for the sales-focused workflow, separate from the main builder portal.