# Only 2 web portals

Salesperson, Manager, Admin, Marketing person, and Service person are roles inside the Staff Portal. They are not separate websites.

# | Portal | Who uses it | What it is | Own login? | Starts in
--- | --- | --- | --- | --- | ---
1 | Staff Portal | Salesperson, Manager, Admin, Marketing person, Service person | One company website. After login, each person sees only the sections for their role. | Yes — staff login | Phase 1
2 | Customer Portal | Your customer | Invoices, service requests, documents, e-sign. They never see the Staff Portal. | Separate customer login | Phase 4

## Staff Portal roles (sections, not portals)

Role | What they see in the Staff Portal | Sections start in
--- | --- | ---
Salesperson | Home / My Day, Accounts, Contacts, Leads, Deals, Tasks, Calendar, personal email | Phase 1
Manager | Team Home, pipeline reports, forecast, lead assignment, later approvals | Phase 1
Admin | Users and roles first; later names, fields, stages, forms, and rules | Phase 1 (simple), Phase 3 (full)
Marketing person | Campaigns, lists, templates, opens/clicks, unsubscribes | Phase 2
Service person | Visits and notes first; later jobs and equipment | Phase 2 (light), Phase 4 (full)

## Staff Portal modules — what each one means

A person only sees the modules for their role.

## Salesperson modules

Module | What it is (simple)
--- | ---
Home / My Day | The first page after login. It shows today’s work only: tasks due today, overdue items, new leads, deals that need a next step, and upcoming meetings.
Accounts | The companies you sell to. One account is one customer company. The page shows people, notes, open deals, and later orders or contracts.
Contacts | The people at those companies: name, phone, email, and role. One account can have many contacts.
Leads | New people or companies who might buy, but are not customers yet. Add with only a few boxes, then decide if they are a real chance.
Deals | Live sales. Each deal is one chance to win business. See them as cards in columns or as a list, and move them forward when something happens.
Tasks | To-dos linked to a lead, deal, or customer. Late tasks show on Home so nothing is forgotten.
Calendar | Meetings, calls, and visits. Can connect to Outlook or Google Calendar.
Personal email | One-to-one email from Outlook or Gmail, saved on the customer or deal.

## Manager modules

Module | What it is (simple)
--- | ---
Team Home | Like Home, but for the whole team: late follow-ups, deals that need action, and what is due today across people.
Pipeline reports | All open deals by stage, owner, and value. The manager does not need to ask each salesperson for a list.
Forecast | A simple “what might we close” view using deal value and stage for this month or quarter.
Lead assignment | Give a new lead to the right salesperson by area, type of business, or next in line.
Approvals (Phase 4) | The manager says yes or no before a quote, bid, or special price goes to the customer.

## Admin modules

Module | What it is (simple)
--- | ---
Users | Staff who can log in. Add a person, stop a login, or reset access.
Roles | Job type: Salesperson, Manager, Admin, Marketing person, or Service person. This decides which modules appear.
Names (Phase 3) | Change screen words to match the company. Example: “Opportunity” becomes “Deal.”
Fields (Phase 3) | Extra boxes on a form: text, number, date, dropdown, or money.
Stages (Phase 3) | The steps of a deal. Add, rename, or remove a step, and say which boxes must be filled.
Forms (Phase 3) | How add/edit screens look. Choose which boxes show when someone creates a lead, deal, or visit.
Rules (Phase 3) | Automatic “if this, then that” — create a task, send a reminder, or tell the manager.

## Marketing person modules

Module | What it is (simple)
--- | ---
Campaigns | A group email sent to many people. Create it, pick the list, send or schedule it, and see how it did.
Lists | Groups of people who should get a campaign. Can stay live as customer data changes.
Templates | Ready-made emails. The customer’s name can fill in automatically.
Opens / clicks | Shows who opened the email or clicked a link. Also appears on the customer page.
Unsubscribes | People who said “do not email me.” A data sync must never put them back on a campaign.

## Service person modules

Module | What it is (simple)
--- | ---
Visits and notes (Phase 2) | Log a site visit or call: who you saw, what you did, and what happens next.
Jobs (Phase 4) | A service ticket or work order: the problem, the customer, who is assigned, and the status.
Equipment (Phase 4) | Machines or items you service at the customer site, with model, location, and history.

## The 5 phases at a glance

Phase | Name | What we add | New portal?
--- | --- | --- | ---
1 | Daily sales on the web | Staff Portal opens. Roles: Salesperson, Manager, simple Admin | Staff Portal starts
2 | Industry setups + marketing | Same Staff Portal. New role sections: Marketing, light Service | No. Still only Staff Portal
3 | Self-setup tools | Admin role gets full setup sections | No
4 | Connect other systems | Staff get orders, quotes, jobs + Customer Portal | Yes — Customer Portal
5 | Smart help | Same 2 portals get tips and risk warnings | No

We do not build a new website for each industry. Distribution, Software, Contract, and Service are setups inside the same two portals.