iThynkCRM
Sales agent guide
From signing in to capturing a sale, checking your history and finding returned clients. 17 short steps. Turn your sound on. Pause or jump to any step at any time.
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iThynkCRM
ONE CLICK. ONE CRM.
INFORMATION INTO YOUR PRODUCTION.
Your company.
One connected workspace.
Built around the way your teams work.
ITHYNK CRMTEST
Sign in to your company
Continue through the isolated Thynkverse Control TEST Microsoft sign-in.
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iThynkCRM
THINK ALPHA DEBT — TEST
TESTTAD
TEST 1 SALES test1@thynkverse.co.za
Sign outCOMPANY LOBBY
Think Alpha Debt — TEST
Choose an assigned workspace.
SALES
Sales Workspace
Capture, history, documents and training.
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iThynkCRM
TEST 1 SALESBrain Break🏆
Employee Code: •••••• ◦
Find Client
🔔
Training
TEST
Sales
Sign out
SALES ENTRY
Complete Sales
CaptureHistorySearch
Submit Sale
Sales HistoryOctober 2026 ▣
CLIENT SEARCH
Find one client
Search
0
RETURNED SALES
Clients that need Sales attention
0 Overdue0 Outstanding
DayWeekMonthLast Month
SALES FLOOR
Floor Stats
16TOTAL SALES · MONTH
0COMPLETE
16OUTSTANDING
23AGENTS
16PROCESSING
TEST 1 SALES
10
Stan
6
LEAD GEN · THIS PERIOD
test lead gen
1
Month
MY PERFORMANCE
0COMPLETE
10OUTSTANDING
3NEED SIGNED
2NEED ID
Client listSelect a status
Filter clientsClick Complete, Outstanding, Need Signed or Need ID Documents to show the matching client IDs here.
MY PROGRESS
R 450,00of R 25 000,00 amount
2%
RECENT SALES · TODAY 0
Enter ↵
iThynkCRM
Sales agent guide
A slow, step-by-step walkthrough of the Sales Workspace.
iThynkCRM
You're ready to sell
Sign in, capture, submit, then track your clients in History and Search.
Step 1 of 17
Press Start to begin
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