Field Sales
Lead pipeline, agent management, referrals, and commissions.
Managing the lead pipeline
Stages from lead capture to converted borrower.
Adding and managing field sales agents
Agent profiles, territories, targets.
Recording a referral
How a referral is attributed and tracked to conversion.
How commissions are calculated
Commission rules tied to converted leads or disbursed loans.
Reviewing agent performance
Pipeline conversion and commission summaries per agent.
Handling a disputed commission
The review and adjustment workflow.
Related categories
Loan applications, the approval ladder, disbursement, repayment, restructuring, and write-offs.
Group loans, VICOBA/VSLA savings cycles, meetings, shares, and share-outs.
Login, worklist, offline cash collection, receipts, EOD reconciliation, and device trust.
Frequently asked questions
Does Ustawi track sales leads before they become borrowers?
Yes, a lead pipeline stages leads through to conversion.
How are agent commissions calculated?
Based on configurable rules tied to converted leads or disbursed loan volume.
Can I track referral sources?
Yes, referrals are attributed and followed through to conversion.
Can I see performance by individual agent?
Yes, a per-agent view of pipeline and commission summaries.