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The channel partner workflow

A channel partner's working day on Saudaflow: triage new leads, call buyers from the lead drawer, schedule site visits, follow up on WhatsApp, log outcomes.

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.
Follow up on WhatsApp — one tap from the lead, logged as a touch.
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