Sails Crew

Chart the course, weather every wave

Name Email Password

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Sails Crew

Ride the Wave

Your sails

Catches

Date type 📅 Start date 📅 End date

Your locker

Log a deal

① Order proof — screenshot of the order; we'll read the details from it

① Order proof, page 2 — Conexon shows the package on a second page; upload it too

📱 We don't have your phone # saved — enter it HERE to fix your template.

Saves right here — your deal stays open.

Open in Messages

Remember to screenshot your text and return to the CSM portal to finish recording your order.

① Text proof * — screenshot showing the customer was sent the confirmation text

② Check the details, then save.

Order # / ID * ISP *

Rep (who gets credit) Customer name

Email Phone

Address *

Order date * Install date (scheduled) *

Package *

New blitz

Name ISP

Start date End date

Location Capacity (# of reps)

Notes (optional)

Add a resource

Type Belongs to

Subcontractor company

Audience Rep

Title Details

Links (optional) — each link can be for everyone, a specific rep, or management only

Attach a file (PDF, image, CSV or XLSX — optional) Create banner notification — shows on the memo bar for everyone who can see this resource, until they dismiss it.

Add rep

Who they are

Name Status

Role

Captain Sailor Deckhand

Role is what they can see in the app. It doesn't change pay.

Upline (captain or blitz co) Ship name

Pay

Pay tier% of stack value

Round pay down to the whole dollar

Downline pay (what they earn on reps under them)

Their tier % minus the tier % of the rep beneath them (90% over a 70% rep = 20% of the stack). Nothing on a rep already at 90%. Two levels deep.

Deeper downline $/account (optional, defaults to the rate above)

Own ship's ledger. CSM pays them the full % and they settle with their own reps; tiers under them become the captain's split, on internal stubs only.

Override to captain ($/account) CSM keeps per account

Split applies to these ISPs

What they can see their captain can change these too

ISP stack Pay tier Earnings

Treasure Map saves right away · everyone under them follows

Leaderboard & activity Chart

PermissionsCan view their downline (captain)

Contact & badge

Phone T-shirt size

Badge headshot

None

Plain, front-facing photo for their ISP badge. Separate from their profile picture.

Notes

Login

Login email Password (optional)

Email only: they get a welcome email to set their own password. Both blank: roster-only, no login.

Add debt

Who owes ISP

Expense / description

Amount ($) Paid back so far ($)

Date incurred Notes

Covered by CSM as a courtesy. The amount CSM absorbs counts as paid; the rep owes only what is left.

Amount CSM covered ($)

Leave blank to cover the full amount.

Part covered by other reps. E.g. a chargeback split with the uplines. It counts as paid; the rep owes only what is left. Add their share to their own ledger separately.

Amount other reps covered ($) Covered by

Leave the amount blank to cover everything CSM didn’t.

Add past invoice

ISP Invoice #

Label

Amount ($) Invoice date

Type Status

Date submitted Date paid Notes Attach a copy (PDF/image, optional)

Welcome aboard — your guide to Sails Crew

Welcome packet slide