SAVVii Sales Partners

Help Centre

Everything you need to get the most out of SAVVii Sales Partners

Admin Guides

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Admin Getting Started

Log in, navigate the interface and understand key concepts.

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Managing Agents & Offers

Add agents, set hours, create offers and assign call identifiers.

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Google Calendar Integration

Connect calendars securely via OAuth — set up and troubleshoot.

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Reports Guide

Call Reports, Sales Reports, Call Results — filters, dates and CSV export.

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CSV Import Guide

Import historical data from Google Sheets — preview, import and undo.

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Leaderboard & Metrics

How conversion rate works, what each metric means and the leaderboard.

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System Administration

Manage users, roles, reset data and keep the system running.

Agent Guides

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Agent Getting Started

Log in, understand My Calls, My Stats and the Leaderboard.

Logging Call Results

Add results, understand outcome types and edit existing results.