Admin Getting Started
Your first steps — logging in, navigating the interface and setting up your team.
Welcome to SAVVii Sales Partners
SAVVii Sales Partners is a sales team management platform that brings together your agents, high-ticket offers, Google Calendar data and call results in one place. As an admin you have full access to every feature in the system.
Logging In
- 1Go to your SAVVii app URL in any web browser.
- 2Enter your email address and password.
- 3Click Sign in. You will be taken directly to the admin dashboard.
First time? The very first account to log in is automatically given admin access. Subsequent users are given agent access by default unless you change their role in the Team tab.
The Admin Interface
The sidebar on the left contains all your navigation. Here is what each tab does:
| Tab | What it does |
|---|---|
| Overview | Assignment map showing all agents and their offer load at a glance |
| Agents | Add and manage your sales agents, their working hours and offer assignments |
| Offers | Create and manage your high-ticket offers including call identifiers and payment links |
| Reports | Call Reports, Sales Reports and the full Call Results feed with filters and CSV export |
| Leaderboard | Ranked view of agents by revenue, sales count or conversion rate |
| Team | Manage user accounts and roles, import historical CSV data |
Setting Up for the First Time
Follow these steps to get the system ready for your team:
- 1Create your offers — Go to the Offers tab and click Add offer. Enter the offer name, client, ticket price and most importantly the Call Identifier (the keyword in your calendar event titles for this offer).
- 2Add your agents — Go to the Team tab and click Invite user. Fill in the agent's name, email, timezone and working hours. Select their role as Agent.
- 3Assign offers to agents — Go to the Agents tab, expand an agent card, and edit their profile to assign which offers they work on.
- 4Connect Google Calendars — Expand each agent card and click Connect Google Calendar. Each agent completes a quick Google login.
- 5Import historical data — If you have past call records in Google Sheets, go to Team → Import CSV to bring them in.
Light & Dark Mode
Click the moon/sun icon in the top right corner of any page to toggle between light and dark mode. Your preference is saved automatically.
Tip: Start by creating your offers before adding agents — this way you can assign offers to agents during the invite flow, saving time.