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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thynkverse
iThynkCRM
THINK ALPHA DEBT — TEST
TESTTAD
TEST 1 SALES test1@thynkverse.co.za
Sign out
COMPANY 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  ▣
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
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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

The guide plays slowly on its own. Use the buttons to pause, go back or skip ahead.