Sales Agent Guide

A complete reference for x12port sales agents — covering your dashboard, pipeline management, client onboarding, commission tracking, and payout requests.

Getting access

Sales agent accounts are created by the x12port owner or an admin with Sales access. You will receive an invitation email with a temporary password. Log in at /login using your agent credentials.

Sales Dashboard

Your dashboard at /sales is your home base. The top strip shows five live KPIs:

Pipeline board

Below the KPIs is a Kanban-style pipeline with seven stages. Each column shows a count and the leads at that stage, sorted by next action date.

All Leads table

Below the pipeline board is a flat list of every lead with columns for company, contact, stage, estimated value, next action, and next action date. Click any row to open the edit modal.

Recent Activity log

The activity log on the right side of the dashboard shows all interactions logged against your leads — calls, emails, meetings, and notes — in reverse chronological order.

My Client Accounts

Clients you have onboarded or who were attributed to you via your Commission Link appear in the My Client Accounts section. These are live x12port accounts you earn commissions on.

Managing Leads

Adding a lead

1. Click + Add Lead in the top-right of the dashboard
2. Fill in the company name and industry
3. Enter the contact's name, email, and phone number
4. Set an estimated deal value (used for won-value reporting)
5. Choose the starting stage (usually Prospect or Contacted)
6. Set a Next Action Date and a short description of the next step
7. Add any notes relevant to the prospect
8. Click Save Lead

Editing a lead

Click any lead card or row to open the edit modal. You can update all fields from the add form, and you also get a Log Activity tab where you can record:

• Note — a general text note
• Call — log a phone call with outcome
• Email — record an email sent or received
• Meeting — document a meeting or demo

All logged activities appear in the Recent Activity feed on the dashboard.

Moving a lead through stages

Use the Stage dropdown in the edit modal to advance or move a lead back to any stage. When you mark a lead Won, you will be prompted to onboard the client directly from that modal.

Onboarding a New Client

Click Onboard New Client in the dashboard header (or from a Won lead modal). This creates a live x12port client account and links it to you as the managing agent.

Required fields

• First Name / Last Name — the primary contact at the client company
• Email — the client's login email (they receive a welcome email here)
• Company — the client's business name
• Starting Plan — the subscription plan to assign on account creation

Commission Link

Your Commission Link is a unique referral URL shown in your dashboard header. When a new user signs up through your link, their account is automatically attributed to you — meaning you earn commissions on their subscription without manually onboarding them.

Share your link via email, your website, LinkedIn, or any other channel. Clicks and signups through the link are tracked automatically.

Earnings & Commissions

Go to /sales/earnings to view your full earnings picture.

Summary cards

Commission types

Commission statuses

Commission rates

Your rates are set by the owner or admin and displayed on your Earnings page. There are separate rates for onboarding commissions, monthly recurring commissions, and annual recurring commissions. Rates are expressed as a percentage of the associated revenue.

Holding period

After a commission is approved, it enters a holding period before it can be cashed out. The holding period is a buffer against chargebacks or refunds. The length is set by the owner and displayed on your Earnings page. Once a commission clears the holding period, it moves to Available Now.

Requesting a Payout

Payouts are processed via Stripe. Before requesting a cashout you must save a payout method.

Setting up your payout method

1. On your Earnings page, click Payout Settings or go to /sales/payout-settings
2. Enter your Stripe account email — this is the email address associated with your Stripe account where funds will be sent
3. Click Save

Requesting a cashout

1. On your Earnings page, click Request Cashout
2. Confirm the amount available (only funds past the holding period are eligible)
3. Submit the request

The request goes to the admin queue. Once approved, funds are sent to your saved Stripe account. You will be notified when the payout is processed.

Payout statuses