Blindsmiths

1

Join sales

Sales access starts in the dedicated sales workspace and keeps commercial work separate from customer production routes.

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Start inside the dedicated sales workspace

Sales work belongs in the dedicated sales workspace. Join there first so deals, attribution, and demo access stay recorded and separate from customer production businesses.

Overview

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Expected result

The sales member works from the dedicated sales workspace instead of borrowing customer production access.

Last verified 2026-04-11

2

Sales workspace overview

The workspace keeps deal shaping, demo access, and attribution in one sales workspace.

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Use the sales workspace for live sales work

The sales workspace keeps pipeline, deal setup, and demo access together so the member does not have to cross into customer routes.

Overview

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Detail views

Expected result

The sales member can shape and track deals from one commercial workspace.

Last verified 2026-04-11

3

Deal composer

Choose the bundle, add-ons, seats, and billing model inside the composer before the deal is saved.

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Shape the bundle and commercial path

The deal composer is where the bundle, seats, add-ons, and billing path are shaped before the deal is saved or handed forward.

Overview

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Detail views

Expected result

The deal is built from the approved bundle and billing model instead of freehand pricing.

Last verified 2026-04-11

4

Guardrails and commission summary

Use the visible commercial guardrails and member commission summary before saving or discounting a deal.

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Review guardrails before the deal is saved

The sales workspace keeps private annual floors, member discount limits, and projected commission visible so the member can stay inside the approved commercial rules.

Overview

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Expected result

Discount and commission decisions are made against visible rules instead of memory or off-app spreadsheets.

Last verified 2026-04-11

5

Discount code workflow

Generate tracked codes from the sales workspace and keep the code status honest about whether it is checkout-ready or manual handoff.

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Generate tracked offer codes with honest status

Discount codes belong to the sales workspace. Keep the workflow honest by showing whether the code is truly checkout-ready or still a tracked manual handoff.

Overview

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Expected result

Sales members can issue tracked offer codes without overstating what the customer can redeem automatically.

Last verified 2026-04-11

6

Demo session workflow

Use the shared sales demo tenant as a real workflow surface for walkthroughs and keep those sessions separate from live customer operations.

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Start the audited session and run the real demo workflow

Start the recorded session on the sales demo route, then create a fresh demo job or open one of the guided demo jobs inside the shared demo workspace. From there the sales member can move through job capture, labels, production sheet, 2D nesting, 1D nesting, and quote using the same workflow a live business uses.

Overview

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Detail views

Expected result

The sales member stays inside the shared demo workspace with actionable routes for fresh or guided demo jobs, without touching live customer records.

Last verified 2026-04-11