Sales Partner Onboarding: Easy as 1, 2, 3

This is for anyone helping send business: an individual sales agent, a referral partner, a broker, an influencer, or a full sales agency/team.

1. Tell us who you are
Individual agent or agency/team.

2. Register CRM Organization or Prospect
CRM Organization/prospect contact, website, Referral/AFF code, and optional discount code.

3. Track your status
See only the work you are allowed to see.

I am an individual sales agent
Use this when one person is sending leads or making calls. I am with an agency or team
Use this when a company manages multiple people, websites, influencers, or campaigns.

Ownership and credit rule
Use Referral Code or AFF Code to show who owns the customer/prospect relationship. Discount Code is optional and only changes pricing when approved.

Plain-language rule | Customer plan page

VRP Revenue Front Door

Start with six fields. Let AI do the rest.

Use this front door for any agency, referral company, influencer manager, or sales group sending us leads. We only need company name, first name, last name, email, phone, and website to start the AI review.

Start Intake Review Intakes Revenue Path

What Happens After The Six Fields

Submit IntakeCompany, name, email, phone, website.

Start

AI ReviewsClassify partner type, website, source, and likely revenue path.

Queue

Create RecordsConvert to Sales Agency, onboarding, AFF/referral, website, and task records.

Agencies

ValidateWK checks the website. Enforcer checks ACL and go-live gates.

Websites

Track RevenueCRM Leads, CRM Deals, CRM Organizations, projects, and payout proof stay attributed.

Track

Easy rule: humans provide the six basics. AI and VRP do the enrichment, routing, validation, and task creation.

Minimum Intake

Fields Only

Company name, first name, last name, email, phone number, and website. No long intake. No guessing at AFF details up front.

AI classifies whether this is agency, referral partner, influencer manager, or strategic partner.
AI prepares the next human task and recommended onboarding stage.
AI queues website validation and source-of-origin review.
AI recommends AFF/referral setup only after the basics are captured.
Admin approves before portal access, payout setup, or go-live.

Operating Flow

Agency ProfileCompany, contact, sales focus, territory, website, social footprint, and program type.

AFF LinkAFF Org Node, iDev affiliate ID, referral code, vanity code, and payout plan.

Lead CaptureLead Intake records source, campaign, UTM, website, social channel, and assigned owner.

Project AccessProject and Task visibility is limited to authorized items, not internal operations.

Revenue ProofCRM Deal, certification, investor, or customer movement ties back to the partner source.

What The Agency Can See

Area	Access Rule
Leads	Own submitted leads and approved lead status only.
Opportunities	Authorized opportunity summary, next action, and revenue stage when approved.
Projects	Only Project/Task items explicitly shared with the agency or its portal user.
Websites	Registered agency/campaign sites plus WK validation status and review notes.
Social	Approved accounts, tracking codes, campaign activity, and attribution summary.

Go-Live Gates

Gate	Evidence
KYB / Identity	Company and authorized representative confirmed.
Agreement	AFF terms, lead rules, privacy, and payout terms signed.
ACL	Portal user tested against allowed and blocked records.
WK	Website validation queued, passed, or reviewed with exception.
Test Lead	Sample lead converts through intake, routing, and opportunity attribution.

Admin Console

Project PROJ-0022 WO-2026-00008 Agency Intake Queue Public Start Form Sales Agency List Agency Onboarding List Agency Website List Agency Social Account List Active Work List Live Checker

Front-door rule: partners are revenue sources and collaborators, not admins. Outside users stay portal-scoped unless a separate approved role assignment exists.