Workflows

Workflows are task-oriented playbooks: pick the thing you're trying to do, follow the steps, done. Many workflows involve more than one role — each step is labelled with who does it, and links into the Reference section for screen-level detail.

Choose your role:

• Agent — working leads day to day.
• Sales Manager — setting up the sales process, approvals, team performance.
• Compliance Officer — the Compliance tab, complaints to resolution.
• Admin / Owner — initial setup, branding, permissions, HR.

Don't see your exact job title? Pick the role whose tasks match what you do — the roles are loose groupings, not formal permissions.