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Sales Portal

Demo leads and referrals — Sales access.

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Inspector Mode — read-only. You can view everything here, but no changes can be made from this account.

From To

Name	Email	Company	Source	Submitted	Linked Account

Retention Discount

Apply the one-time 25% retention discount directly to an account — for a proactive save, outside their own cancellation flow.

Startup-Fee Waiver Codes

Generate a one-time code worth $100 off the startup fee — hand it to a prospect or an existing customer as a retention offer. Each code works exactly once.

Code	Generated By	Created	Status	Used By	Note

Create Lead

For a referral, event contact, or anyone else who came in outside the website form.

Name * Email * Company Phone Source Notes

Delete Lead

Your Current 2FA Code

Generate Fee Waiver Code

Worth $100 off the one-time startup fee. Single use — the code stops working the moment anyone redeems it.

Note (optional — e.g. prospect name) Your Current 2FA Code

Code Generated

This is the only time this code will be shown in full — after you close this, it appears masked everywhere, same as everyone else's. Copy it now and hand it to the prospect or customer.