Revenue operations
Referral Tracker
Browser-local workspace for referral tracker tied to AE execution.
Operating checklist
- Name the AE owner.
- Record buyer stage and next action.
- Attach proof or packet route.
- Update forecast, commission, or renewal status when applicable.
Browser-local operator tool
Capture, save, and export this record.
This writes only to this browser's local storage. Export JSON before handing off to another machine or client folder.