My Deals
My Leads
Every card you've scanned or added.
All Deals
Every deal logged by every salesperson.
Account Settings
Update your name, email or password.
Name
Phone number
Used as your contact number in emails sent to your own leads.
How do your clients know you?
This is the name used in emails sent to your leads — it doesn't need to be your full name.
Google Calendar
Shows your existing Google Calendar events on the Calendar page here — read-only, and it doesn't create any leads from them. To find this: open Google Calendar settings, click your calendar under "Settings for my calendars", scroll to "Integrate calendar", and copy the Secret address in iCal format.
Company logo
Shown at the top of the portal for you and your team. Use a PNG, JPEG or WebP picture — it's resized for you.
Brands you sell
These fill the Provider list for your team on leads and deals. Changes reach them the next time they open or refresh the portal.
Solutions you sell
Tick what your team sells. These fill the Product list on deals, and decide which of your brands are offered for each one.
Referral programme
What you pay someone who refers you a business. It's shown on your referral page and quoted in your referral emails. Set both amounts — until you do, the referral emails wait rather than promise a fee. Once you save, any that were waiting go out.
Google Contacts
Connects the business's Google account (tavonpartners@gmail.com) so contacts captured here can sync to Google, and from there to iPhone and WhatsApp Business. This is the connection step only — the actual two-way sync is being built next.
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Connect Google ContactsYou'll need to confirm this from your new inbox before it takes effect.
Password
Manage Users
Add staff, and see who's accepted their invite.
Support
Answers to the questions we hear most. Can't find yours? Get in touch at the bottom of the page.
Statement Checker
Upload a merchant's card statement to see their current blended rate — and, below, your suggested minimum quote.
Tap to upload a statement PDF
Nothing is stored — the file only exists for this one check
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This is the number that's presented — editing it updates everything below immediately, so what you show a client always matches what you actually quoted.
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Contacts
Contacts from your own leads and deals are shared with the team. Anything synced in from Google Contacts is admin-only.
Referrals
Submitted by clients — work them, then move them to Deals once they're ready.
Your referral link
Share this with clients — anything submitted through it is credited to you.
Calendar
Click any free half-hour to book a new lead or meeting straight into that slot.
Today's bookings
Journey
Your appointments for a day as a route, or a route of new businesses to go and see.
Communication
Every email the system sends, in one place — switch them on or off, change the timing, and edit the wording.