Ronnoco
Distributor Leads
Viewing as
Rep Scorecard
Performance summary by sales rep — click any row to view their leads
Settings
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Ronnoco
Settings
Dashboard Configuration
Jotform Integration
Connect your Jotform API key to enable lead ingestion via webhook and manual sync.
ronnoco.jotform.com → Account → API
Manual Form Sync
Java Select
Sledd
Lead Form Links
Webhook Endpoint
Connection Status
Sales Reps
Add and manage sales reps. Each rep can be assigned to a director for scoped reporting.
Directors
Create directors and assign their sales reps. Directors see only leads belonging to their assigned team.
Access Template
Download the CSV template to define dashboard access for Admin, Director, Sales Rep, and Distributor accounts.
Download Template CSV
Required mapping for Supabase metadata:
`role`: admin | director | sales_rep (legacy: ronnoco_rep) | distributor
`program_source`: required for distributor users (e.g. Java Select / Sledd / CoreMark)
Optional distributor constraints: `distributor_name`, `distributor_warehouse`, `rep_only`
Create / Edit Access User
Add a new user or update an existing one. Role and scope assignments control what each user can see in the dashboard.
Access Users
All registered dashboard users with their assigned roles and access scope.
Email Role Edit
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Ronnoco
Help & Reference
User Guide
Lead Pipeline Stages
  1. Lead Received — Lead came in from a tradeshow, webhook, or CSV import.
  2. Awaiting Director — Admin needs to route the lead to a Director.
  3. Awaiting Rep Assignment — Director needs to assign one of their Sales Reps.
  4. Assigned to Rep — Rep has been assigned but has not yet made first contact.
  5. Customer Contacted — Rep made first real contact (call, email, in-person).
  6. In Follow-up — Ongoing back-and-forth until the deal is Won or Lost.

Terminal: Won or Lost. A Won lead converts to a deal in the Ronnoco Deal Builder.

User Roles & Permissions
  • Admin — Sees all leads. Routes new leads to Directors. Manages reps, directors, sync settings.
  • Director — Sees leads routed to them by Admin, plus their team's active leads. Assigns Sales Reps from their team.
  • Distributor — Sees only leads from their program (e.g. Java Select). Submits new leads, tracks status, and can view rep activity notes.
  • Ronnoco Rep — Sees only leads assigned to them. Logs follow-ups, marks won/lost, edits customer contact info.

Settings password: pipeline2024

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Assign Sales Rep
Assign a Ronnoco rep to follow up with this account
Log Contact
New Task
Complete Task
Task Activity
Activity Log
Route Account to Director
Assign this non-performing account to a director. They will see it in their HTH Recovery queue and assign a rep from their team.
Resolve Account
Summarize the final outcome for this account. Once resolved the task closes and the account status updates automatically.
HTH Recovery Task Report
Progress by rep
Route Lead to Director
Assign this lead to a director. They'll see it in their queue and assign a sales rep from their team.
Assign Sales Rep
Log Follow-Up Activity
Mark Lead as Lost
Provide a reason this lead did not convert.
Mark Lead as Won
This lead is ready to convert into a deal in the Ronnoco Deal Builder.
Submit New Lead
Polar Wave Program Package
Package: (2) ELMECO FM2 + (2) First Class Machine with Backlight package & Branding
Lease: $299.00/month for 36 months
Customers that lease their machines will receive no discount on product, but will have no minimum order requirements per store and receive service on the machines during the term of the lease.
Customers enjoy a discounted rate on product.
Service and Marketing are included with the program agreement.
Optional add-on: Add an additional Elmeco FC2 machine for $139.95/month.
Edit Lead
Ronnoco Distributor Portal
Ronnoco
Ronnoco Beverage
Sign in with your Ronnoco account. Access is limited by your assigned role and territory.