Sales Guide
Complete reference for the Sales role — lead management, client requirements, and assignment tracking.
Current Assignments
Track all your active client-employee assignments and billing status.
Assignment Tracking
View all employees currently assigned to your clients. Track billing periods, timesheet status, and invoice progress.
- •See active assignments with employee name, client, and trade
- •Track billing period start and end dates
- •Upload timesheets for each billing cycle
- •View invoice files and billing status (pending, invoiced, paid)
- •Quick links to client and employee detail pages
Timesheet Upload
Upload monthly timesheets for your assigned employees. Timesheets are required before invoicing can proceed.
- •Upload PDF or image timesheet files
- •One timesheet per employee per billing period
- •Uploaded timesheets flow to the Finance invoicing queue
Defaults
Your default settings and recent invoice history.
Sales Defaults
View your default billing rates, recently generated invoices, and quick reference data for your day-to-day work.
- •See recently invoiced items with amounts and dates
- •View invoice file links for quick access
- •Reference default billing rates and terms
New Prospect / Lead Submission
Submit new business leads for admin review and approval.
Lead Submission Form
Submit a new prospect/lead with full company details and manpower requirements. The lead enters the approval pipeline.
- •Enter company name, contact person, phone, email
- •Specify trade requirements and number of workers needed
- •Upload supporting documents (trade license, company profile)
- •Add notes about the prospect and opportunity value
- •Submitted leads appear in Admin's Lead Approvals queue
My Leads Tracker
Track the status of all leads you have submitted. See which are pending, approved, or rejected.
- •Real-time status updates for each submitted lead
- •View approval/rejection reasons from Admin
- •Filter leads by status, date, or company name
- •Navigate to full lead detail page
- •Approved leads automatically become active clients
Client Requirements
Manage manpower requirements for your active clients.
Client Requirements Management
View and manage the specific manpower requirements for each of your clients. Track fulfillment status and upload LPO documents.
- •View requirements by client with trade and quantity breakdown
- •Track fulfillment: how many positions filled vs. required
- •Upload client LPO (Local Purchase Order) documents
- •View requirement status: open, partially filled, fulfilled
- •Download LPO files for reference
Queries from Admin / Doc Verifier
Respond to questions and clarifications from your organization.
Query Management
View and respond to queries raised by Admin or Doc Verifier regarding your leads or client requirements.
- •Receive notifications when queries are raised
- •View query details with context (which lead/client)
- •Respond with additional information or documents
- •Track query resolution status
Typical Sales Workflow
Submit Lead
Enter new prospect details via the Lead Submission form.
Wait for Approval
Admin reviews and approves/rejects the lead.
Manage Requirements
Once approved, define client manpower requirements.
Track Assignments
Monitor employee assignments and billing status.
Upload Timesheets
Upload monthly timesheets to trigger invoicing.
Handle Queries
Respond to any queries from Admin or Doc Verifier.