Security Sales Software User Manual.
A complete, step-by-step operating guide for commercial security sales: lead research, CRM, customer calls, AI updates, field walkthroughs, camera documentation, quote handoffs, pipeline, follow-ups, exports and team workflows.
Designed PDF: 33 full-color pages, clickable table of contents, page numbers, clear typography and a printable daily field checklist.
Updated October 11, 2026 · Public reference guide · Actual CRM features require authorized access. Subscriber onboarding and billing are not active.
Find the right business
Research, qualify and open the exact account.
Document the opportunity
Call, visit, capture equipment and prepare a quote.
Move toward a close
Follow up, review proposals and record real acceptance.
Learn every core workflow, one task at a time.
Each chapter contains prerequisites, exact action labels, numbered steps, expected results and important limitations. Choose a category or search the contents.
Getting Started
Getting Started: Your First Login
Learn who can sign in, where the app lives, and how to navigate.
Dashboard: Plan Your Sales Day
Prioritize calls, walkthroughs, follow-ups, proposals and service opportunities.
Complete Sales Workflow: Prospect to Agreement
Follow one repeatable process from research through signed customer acceptance.
Prospecting & CRM
Lead Research: Find Qualified Commercial Prospects
Search businesses, inspect available evidence and convert useful prospects into customer accounts.
Rapid Load: Import Lead Lists
Convert pasted information or selected files into candidate customer records.
Accounts: Create and Manage Customer Records
Keep verified contacts, services, sales stages and follow-ups together.
Account Detail: Work the Exact Customer
Use the customer profile as the center of calls, visits, AI updates, deals and quote requests.
Call Tracking and Manual Check-ins
Record phone calls, visits and commitments in the customer timeline.
AI Rapid Update: Turn Notes into CRM Activity
Use AI to structure pasted conversations and uploaded supporting documents into check-ins.
Follow-ups, Priorities and Monitoring Takeovers
Give each open opportunity a specific next action and due date.
Field Operations
Maps and Route Planner: Plan Field Visits
Organize mapped customers into an efficient visit list.
Field Walkthrough: Start a Site Assessment
Collect site details an estimator needs before developing a technical proposal.
CCTV Walkthrough: Camera Zones and Cable Runs
Capture coverage outcomes, lighting and cable paths needed for a camera proposal.
Access Control: Document Doors and Hardware
Capture access points, door hardware and intercom requirements during a site visit.
iPhone and Mobile: Camera vs Choose Files
Select existing photos and documents without accidentally opening only the camera.
Deals & Office
Pipeline: Track Deals and Revenue
Track actual opportunity stages and one-time or recurring sales values.
Request Quote: Prepare an Office Handoff
Create a quote request from an account and prepare a separate email draft.
Office Quote Queue: Review and Follow Up
Manage prepared quote requests in the existing Security First Alarm internal office workflow.
Management & Security
Export Center: Download and Review Data
Understand available CSV exports and their limits before sharing them.
Sales Intelligence: Learn from Activity
Review sales learning summaries and identify repeatable behaviors.
Producer Command: Execute a Sales Plan
Use the execution playbook to focus on decision-makers and closed business.
User Account and Company Setup
Review user identity and company identity settings in the existing internal environment.
Troubleshooting: Login, Uploads, Maps and Email
Resolve common issues without duplicating customers or exposing information.
Company Subscriptions and Employee Access: Current Status
Understand what the public can try today and what remains locked for outside companies.
Security, Privacy and Accurate Sales Records
Protect customer information and keep sales records trustworthy.
Frequently Asked Questions
Learn the workflow. Practice it. Build a stronger sales operation.
Use the public interactive demo or request early access to discuss your security company's requirements. Internal users can return to the CRM dashboard.