Sales Link

The Sales Link feature gives every user in your partner organization their own unique referral link. These links make it easy to track which sales rep brought in a new client, giving you clear attribution and performance data across your sales team.


How It Works

  • Automatic Link Creation Every user inside your partner organization gets a personal sales link.

  • Direct Attribution When a client signs up using that link, the system credits the rep who shared it.

  • Partner-Level Insights Organization admins can see analytics for all reps, while each rep will only see their own link and performance.


Use Cases

  • Sales Teams → attribute new client sign-ups to specific reps.

  • Performance Management → compare productivity across team members.

  • Revenue Insights → measure which reps are driving growth through bundle subscriptions.


Analytics

Sales Link performance will be tracked under Results and Analytics, showing:

  • Number of sign-ups per rep

  • Total revenue generated by each rep

  • Conversion trends over time

This ensures you always know which team members are driving the most impact.


Where to Find It

Sales Links will be available under: Settings → Account & Organization → Sales Link

From here, users can:

  1. View and copy their personal sales link.

  2. Share it with prospects.

  3. Track performance in Results and Analytics.

Coming Soon: Sales Links will be fully functional with analytics for every rep in your organization.

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