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Core

Sales Network

Marketers, supervisors and regional managers

9
Sections
2
Panels
Service Overview

The sales network module organizes field staff who grow your club: marketers, supervisors, and regional managers. Each role has a scope (individual accounts, teams, or regions), performance metrics, and links to customers they onboard or support. Platform admins maintain network records across clubs; club managers run day-to-day assignments for their territory.

Use this module when your club runs referral programs, territorial sales, or B2B partner onboarding that goes beyond self-service app signup. The dashboard Overview shows counts and shortcuts into each sub-page.

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Section 1 of 9

Core concepts

ConceptMeaning
**Marketer**Front-line rep who registers customers or acceptors.
**Supervisor**Oversees a team of marketers; sees team stats.
**Regional manager**Coordinates multiple supervisors or a geographic area.
**Referral link / code**Tracked identifier tied to a network member.
**Commission**Optional earnings rule on referred activity (club policy).
**Active**Inactive reps keep history but cannot be assigned new leads.
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Admin ConsoleSection 2 of 9

Marketers

**Menu:** Platform Admin → Business Management → Sales Network → Marketers

Cross-club list of marketers for platform oversight and reporting.

Prerequisites

  1. Sales network permission in platform admin.
  2. Target club identified for each marketer.
  3. Person record (mobile) for login or contact.

Page layout

  • Table: name, mobile, club, supervisor (if any), status, registration date, customer count.
  • Filters: club, status, search.
  • Actions: view, edit, deactivate.

Step-by-step

  1. Open Sales Network → Marketers.
  2. Filter by club for club-specific audits.
  3. Open a row to verify linked customers and supervisor chain.
  4. Deactivate departed staff instead of deleting.
  5. Export or note IDs for commission runs if your process requires it.

Tips

  • Marketers without supervisor may still work — club policy defines hierarchy.
  • Duplicate mobile across clubs may be allowed; same club usually not.
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Admin ConsoleSection 3 of 9

Supervisors

**Menu:** Platform Admin → Business Management → Sales Network → Supervisors

Manage supervisors and their assigned marketers platform-wide.

Step-by-step

  1. Open Supervisors from sales network menu.
  2. Create or edit supervisor profile and club.
  3. Assign marketers from the detail view or marketer edit form.
  4. Review team customer counts before period-end bonuses.
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Admin ConsoleSection 4 of 9

Regional managers

**Menu:** Platform Admin → Business Management → Sales Network → Regional managers

Top tier of the hierarchy — regions, supervisor groups, and aggregate KPIs.

Step-by-step

  1. Open Regional managers.
  2. Define region name and linked club(s) if scoped.
  3. Attach supervisors; verify chain Marketer → Supervisor → Regional.
  4. Use for executive dashboards and territory planning.
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Club PanelSection 5 of 9

Marketers

**Menu:** Club Panel → Sales Network → Marketers

Primary club page for registering and managing field marketers.

Prerequisites

  1. Sales network option active on club.
  2. Create/edit permission for your role.

Page layout

  • Stat cards: total, active, customers this month.
  • Add marketer wizard: personal info, mobile, optional supervisor.
  • Table with search, status filter, customer count column.
  • Detail: assigned customers, referral code, performance snippet.

Step-by-step

  1. Open Sales Network → Marketers.
  2. Click Add marketer; enter name and mobile.
  3. Assign supervisor if hierarchy is used.
  4. Share referral code or app link with the marketer.
  5. Monitor customer count weekly.
  6. Set Inactive when someone leaves; do not delete historical records.

Tips and common issues

  • New customers should enter marketer code at signup when possible for attribution.
  • Changing supervisor mid-period affects reports — document effective date.
  • Marketers do not get club panel access unless also created as staff users (see Panel Access).
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Club PanelSection 6 of 9

Supervisors

**Menu:** Club Panel → Sales Network → Supervisors

Manage team leads and their marketer roster.

Step-by-step

  1. Open Supervisors.
  2. Add supervisor with contact mobile.
  3. From supervisor detail, link marketers.
  4. Review team totals before paying incentives.
  5. Use filters to find supervisors with zero active marketers.
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Club PanelSection 7 of 9

Regional managers

**Menu:** Club Panel → Sales Network → Regional managers

Regional roll-up for larger clubs with multi-city operations.

Step-by-step

  1. Open Regional managers.
  2. Create region aligned with your commercial map.
  3. Assign supervisors to the region.
  4. Compare regions on customer acquisition in Overview shortcuts.
  5. Coordinate with finance if regional bonuses apply.
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Section 8 of 9

Hierarchy diagram

Regional manager └── Supervisor └── Marketer └── Referred customers / acceptors
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Section 9 of 9

Summary for support

  • Three roles: marketer, supervisor, regional manager — club panel is operational hub.
  • Deactivate instead of delete to preserve attribution history.
  • Referral codes tie signups to network members — verify at customer registration.
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