⚙️ HVT Admin Panel

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📊 Manager View

Templates

Select or create a solution

✓ Saved

Select a template from the list, or click + New.

✓ Saved

Select a solution from the dropdown above to edit it in the split-panel view.

Trade Items
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Customer Ask · Gives
🔒
Your Ask · Gets
Stage
🔒

Unlock rows to edit inline · Lock a row then click it to edit evidence, coaching & stage details

1
Item
Locked pair · edit details below · drag locked rows to reorder
Stage
Customer Ask · Gives
Your Ask · Gets
Evidence Requirement
Coaching Notes
Changes apply live · use Save Template to persist

Org Hierarchy

Name each level of your sales organization. The last level is the Rep level.

✓ Saved

Rep Roster

✓ Saved
Name Email Role Manager Default Solution Actions

Company & System

Change Admin Password

✓ Saved

Configuration Backup

Add Rep

Clone Template

Create an editable copy of . The clone saves independently from the original.