Manage communities, sales managers, and user access
Communities
Community
Status
Annual Goal
Actions
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Sales Managers
Name
Email
Community
Actions
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Team Access
Look up a user by email to assign their role and community
Competitor Communities
Link competitors to SM communities, manage profiles, and edit catalog entries
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Operational Groups
Link multiple SM communities into a unified group for shared floor plans, incentives, and profiles
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Unsent Trip Reports
Trip reports that were flushed but email delivery failed — resend individually
Community
Shops
Flushed
Actions
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Add Sale
Add Termination
No active sales available to terminate in this community.
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Add Community
Add NSM
Add Competitor Community
Amenities
Location
Merge Competitor
Merging into:
All floor plans and shop history from the source will be moved to the target. The source community record will then be deleted. This cannot be undone.
Link Existing Competitor
Select a competitor from the catalog to link to .
Each row shows how many other SM communities already link to this competitor, plus total shops on record.
Create Operational Group
Only communities not currently in an active group are shown.
Select member communities above first.
Select member communities above first.
The chosen community's floor plans, incentives, and profile become the group's shared set. Other members' existing data is archived (not deleted) and can be restored on dissolve.
Historical attribution is preserved either way — checking this only stamps a group_id tag for grouped reporting.
Dissolve Group:
Choose how to handle the group's shared SM data after dissolving:
Historical group_id stamps on builder meetings and comp shops are preserved (not cleared) — this is by design.
Move to Week
Moving 0 selected entries to:
or enter a specific week
Send Dashboard Update
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