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Salefolio · BeginThings

Salefolio quick start

Everything you need for your first day. It takes about five minutes.

Sign in

  1. Open Salefolio and enter the mobile number your team lead added for you. Tap Send code.
  2. Your team lead shares your 6-digit sign-in code (by SMS or WhatsApp). Enter it within 5 minutes and tap Sign in.
  3. Choose your language: English, हिंदी, বাংলা or ଓଡ଼ିଆ. You can change it any time from the menu (☰, top left).
  4. The menu also has refresh, the privacy notice and sign out. Pull down from the top of any screen to refresh.

For sales reps

  1. Home shows your payout earned, how much more to sell for the next payout, sales waiting for approval and your team race. Switch between Today, This week and This month.
  2. Attendance: at the store, tap Check in; before leaving, tap Check out. Your location is taken only at those two moments, and fake-GPS apps are blocked.
  3. Add sale (the round button at the bottom): pick the product, check the price and receipt number, then Save. You will see “Sale saved” with Add another or Done. No internet? It stays on the phone and is sent later.
  4. Reports: see your sales and attendance for any period, then send your report on WhatsApp or download Excel.
  5. A sale counts toward your target and payout only after your team lead approves it.

For team leads

  1. Home shows your team’s progress. When sales are waiting, tap the “Approve N sales” button at the top.
  2. Approvals: check each sale and tap Approve, or Send back with a short reason so the rep can fix and resend it. Attendance exceptions are here too.
  3. Team: see each person’s progress and send sign-in codes to new or locked-out reps.
  4. Team reports: pick a report and period, then share it on WhatsApp or download Excel.

Need help?

  1. Sale missing? Pull down to refresh. Sales saved offline are sent when you are back online.
  2. Code not working? Codes expire after 5 minutes. Ask your team lead for a new one.
  3. Wrong price or product? Ask your team lead to send it back, then add it again with the right details.
  4. Location blocked? Open the phone’s settings for Salefolio and allow Location, then check in again.