The "Team" section in the back office is an important tool for a partner - a project participant who has signed the partnership agreement and works with customers.

This section contains all the necessary information on a partner's structure to make sure that they can run their partner business efficiently.

There are two tabs in the "Team" section: "Users in the Structure" and "Invitations".

The "Invitations" tab contains information about users to whom a partner has sent an invitation email but has not yet received a confirmation from.

The "Users in the Structure" tab contains information about the users who have confirmed the invitation / registered through a referral link and are already members of a partner's structure. This tab is where the customer cards are stored.

Colour markings can be added to the customer card if a partner would like to group their customers. For example, marking those he or she has called, those not reached, etc.

The customer card contains all the details and information that a partner needs to work with the customer:

• Profile. This includes the customer's contact details, citizenship, language, inviter, investments, etc.
• Structure. This contains statistics on the referral structure of the customer who has signed the partnership agreement: the number of people registered in the structure, the number of new investors, etc.
• Investments. This is where the customer's investment data can be found: denominations of packages purchased, installment plans, etc.
• Notes. Any information a partner would you like to add about the customer is stored here.
• Analytics. This tabs contains detailed information about the customer's partner status, their progress, their structure statistics, etc.

There are also useful links in the "Team" section:

• Click "Complete Traning" to get tips on how to use the section.
• Click "Your Inviter" to contact your inviter and see their contacts.

For convenience, a partner can customise filters and bookmark where he or she leaves off to return to the same place in the structure the next time the section is visited.

The "Team" section is constantly being updated. Therefore, it is easy for a partner to structure their work, focus on what is important and run their partner business with comfort.

Every partner of SOLARGROUP can recommend improvements in this section, as well as in the other sections of the back office. You can share your ideas for improvement in the partner Telegram chat.