Sales organization

This is the dashboard of the sales organization, designed for integrators and distributors.

Here you can find:

Logo - to the left of the name, you can add or change the logo of your company. Easy to upload just by writing your homepage url, or uploading a file.

Accounts - all your customers and projects that you are working on as a lead account during sales or as a customer account when the installation is completed at the user.

Members - all members here will have access to all accounts created after the member accepted the invite.

Robot configurations - All configurations added here will be available for all accounts, so we recommend just adding the preferred solutions here. Configurations for specific projects should be added when working with that specific account.

Leads- Handle your fast track to create leads for your company.

On the top right, you can find your user.

Here is where you can see and accept new invites to other accounts and organizations.

You can easily search your accounts to open the one you want to work with in My Organizations.

You can change between metric and imperial units.

And you can log out and see the License agreement for your company.