CP Sourcing App Pre-Reading Material

Navigate to:

1. Introduction

2. Installation & Permissions

3. Training Flow

1. Introduction

We understand that managing your Channel Partners is a tedious task and often comes with a lot of confusion related to commission distribution & lead duplication management. CP Sourcing Agent app allows you to manage your channel partner on the go while keeping your CP data secure & accessible.

With the CP Sourcing Agent app, you can:

- View CP lifetime history across all projects

- Map every lead, SV, & booking provided by CPs

- Easily share project details

- Event filtering & creation

- Check call logs

- Monitor engagement index 

Image: CP Card, CP Details, Call Logs, & CP History

2. Installations & Permissions

Check out the below video to know how to install CP Sourcing Agent App

3. Training Flow

For any support on our products, please reach out to [email protected]

For any feedback, please reach out to [email protected]