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Reward the people who send you customers

Add a partner with the agreed commission; the leads they bring are linked to them. A report link that opens without logging in shows them their own leads and commission.

Start with EraThe Sales module

Affiliates and what they bring

Each affiliate’s referral channel, commission type and the leads they sent, together. Commission is a fixed amount or a percentage, earned on the sale or as the customer pays, and lands in Commissions under Finance.

What you can do on Affiliates

Each is a button or a form in the app; every one is tied to role permissions and logged.

Add or edit an affiliate

The referral channel and the terms it was agreed on.

Close an affiliate

Stops new referrals; open leads keep their attribution.

Send an affiliate their report link

A link the partner opens without signing in to see their leads and commission. Shown once.

Close an affiliate report link

The link stops working at once; the partner can be sent a new one.

How it connects to other modules

Affiliates is part of the Sales module and uses the same customer record and permissions.

Sales

Leads, the calls that follow them up, and the partners who send them.

Customers

Built on it: One record for every customer, shared by every module.

The Sales menu in the app

Other sub-modules in Sales

Parts of the same module with a screen of their own.

CallsLog every call with its outcome and notes; see who to call today and who was never called in their own lists.

Start from a ready template

Templates that use this screen’s actions or turn this module on.

Questions about Affiliates

Add or edit an affiliate, Close an affiliate, Send an affiliate their report link, Close an affiliate report link.

It has its own row in the Sales menu; it is part of the Sales module and shows while the module is on. The “Affiliate programme” feature must be on as well.

The Sales module’s role permissions apply here too. Era works within the same permissions; sending and deleting wait for your approval.

Reward the people who send you customers.

Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.

Start with EraThe Sales module