Each module in the portal has its own dedicated guide page. Rather than reading everything from top to bottom, find the section that matches the task you are working on and follow the steps there.
Sign in and check your dashboard to get an overview of your current status.
Open your profile and confirm your company and account details are correct.
Invite your team members if colleagues also need access to the portal.
Come back to the relevant module guide whenever you need a walkthrough.
Reading your performance data from the dashboard.
Building and managing your lead pipeline through the leads module.
Tracking active customers and their associated information.
Generating referral links and monitoring referral-driven results.
Managing team access, invites, and permissions.
Reviewing balances and requesting payouts.
Reaching support and keeping your profile up to date.