Portal guide

DeneigeursQC sales rep: prospect and follow up

1. Sign in through “DeneigeursQC sales rep”. This workspace is separate from the merchant portal.

2. Search all businesses or available prospects. Open a record and choose “Claim this prospect” while online.

3. Use “My follow-ups” to find your records. Call, record the outcome, choose a stage and the next reminder date.

4. Shared contact facts are visible to the team; another rep’s notes are not. The superadmin can reassign a record.

5. View “My sales and commissions”. Confirmed amounts and payments are recorded by the superadmin; this page does not initiate payouts.

Without a connection

Open an assigned record before losing the network. Save follow-ups offline; their content is encrypted in browser storage. Reassignment or a concurrent edit blocks replay: compare the current record and explicitly resume the draft.

Device security and synchronization

Use a protected device. Private snapshots remain readable for up to 24 hours after their last refresh. Sign out before sharing the device: this erases snapshots and unsent entries. Do not close the browser before sending confirmation if work must be delivered immediately.

A conflict message means the record changed. Your notes remain in the local draft; reload the record, compare the information, then explicitly resume the entry.