The Lightspeed portal, on demo data
One system for the whole sale: find the district, quote it, get it approved, send the proposal, take the reseller's PO, and watch the pipeline and forecast move. Pick who you are; switch any time from the bar at the bottom of every page.
Maya Chen
Works her territory's opportunities, builds quotes, sends proposals to resellers, logs calls by voice.
Priya Natarajan
Approves discounts, sees every rep's pipeline, forecast and activity, runs the Monday review.
Jordan Ellis
A reseller in the partner portal: proposals waiting for a PO, deal registration, support, training, files.
- Maya opens Opportunities and sees Harbor Point School District's open classroom-audio bid in her territory.
- She builds a quote in Pricing with real part numbers, picks the reseller, and asks for an extra discount, which goes to Priya for approval.
- Priya approves it from Quotes; Maya sends the proposal. Watch it arrive in the Demo mailbox.
- Jordan (the reseller) opens Proposals in the partner portal and accepts with a PO number.
- The deal is Won in the Pipeline and the CRM's Sales Pipeline, the rep, approver and order desk are emailed, and the Forecast counts the systems.
Everything here is invented: districts, resellers, people and numbers. Part numbers and price structure are Lightspeed's; the dollar figures are illustrative, not the confidential price list. Nothing leaves the demo: emails go to the Demo mailbox. The demo resets every night. Reset it now.
Demo