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The channel partner workflow

A walkthrough of a working day on Saudaflow.

Last updated 26 May 2026

An agent\'s working day on SaudaFlow has five rhythms:

Triage new leads in the pipeline.
Call buyers — the dialer is inside the lead drawer.
Schedule site visits.
Send WhatsApp follow-ups using DLT-approved templates.
Log the day's outcomes — manager dashboard reflects in real time.

The pipeline is your home

Most of your day lives in the pipeline. Kanban for visual flow, Cluster view for high-density triage, List view for spreadsheet familiarity. Switch with one tap.

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The channel partner workflow · SaudaFlow Help