Sales Team Bundle

Sales Team Bundle

Give every rep a trackable code. See where leads come from, which neighborhoods convert, and who's actually producing. Built for field sales, events, and partner programs.

Geo-tracking + rep attribution

Every rep gets their own QR code. Every scan gets tracked. When the deal closes, you know exactly who earned it.

Per-rep QR codes and referral links.

Lead forms with attribution data attached.

Geo-aware activity for field and event teams.

What's Included

The pieces that make the bundle useful on day one

Each bundle combines the parts teams usually buy separately, then wraps them into one customer-facing page and one place to manage activity.

Per-rep QR codes and links

Give each rep, canvasser, or partner their own QR code or share link so every lead has a clear source from the start.

Lead capture forms tied to attribution

Forms record the lead details while preserving which rep, campaign, or neighborhood generated the opportunity.

Geo-tracking for field teams

Map scans and submissions back to the territory, event, or route that created them so managers can see where activity is happening.

Reporting your team can actually use

Compare reps, campaigns, and referral sources without manually reconciling spreadsheets after the fact.

How It Works

Built for the way customers actually move

The flow is simple: scan, act, and track what happened next.

1

Assign each rep a source

Create individual links or QR codes for reps, territories, trade-show booths, or channel partners.

2

Capture the lead the moment it comes in

Prospects fill out a form right away, which keeps source attribution attached instead of getting lost during follow-up.

3

Track where and how the lead arrived

Geo and referral data make it easier to understand which neighborhood, event, or campaign generated the interest.

4

Review performance by rep or campaign

Managers can compare output without waiting on manual reporting from every team member.

Best Fit

Who this bundle is for

These are the teams that usually get value fastest because the workflow matches the way they already sell or serve.

Door-to-door sales teams
Trade show and event reps
Referral and partner programs
Field teams that need territory visibility

Customer Proof

"With a large team of door-to-door sales reps, Jot helps us keep everything organized. We use its geolocation features to track canvassed neighborhoods and ensure the right sales rep gets credit and commission. It's been a game-changer for our operations."

Shannon, NexGen Roofing

How Businesses Use Jot

Specific scenarios, not filler testimonials

These examples show where the bundle saves clicks, captures better information, or helps a team respond faster.

Field Sales

Door-to-door teams see which neighborhoods convert

A roofing company gives every rep a unique QR, tracks where scans happen, and knows which neighborhoods are being worked before a manager has to ask.

Events

Trade show reps stop sharing one generic lead form

Each rep at an expo uses their own code, so the company knows who made the connection and which booth conversation turned into a follow-up.

Referrals

Referral partners finally get proper credit

A business with installers, affiliates, or local partners uses unique links to attribute closed opportunities back to the source that referred them.

Reporting

Managers compare campaign quality, not just volume

When every submission carries rep and source data, the team can measure which channels bring the right kind of lead instead of just the most leads.

FAQ

Questions teams usually ask before they buy

Can each rep have a unique QR code or link?

Yes. That is one of the main reasons to use this bundle. It lets you track performance and attribution at the rep level.

Does referral tracking connect to the form submission?

Yes. Lead details and source details stay together so the team can see who generated the lead and what happened next.

Is this only for door-to-door sales?

No. It works for field sales, trade shows, affiliate or installer programs, and any team that needs source-level attribution.

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