---
# System prepended metadata

title: NuCO2 Sales Training Plan
tags: [' onboardings', nuco2, ' trainings']

---

---
tags: nuco2, onboardings, trainings
---

# NuCO2 Sales Training Plan





## Introduction: Gary

#### Brief Walkthrough of LinkTrust
- How do I login to my LinkTrust Account?
    1. Go to https://account.linktrust.com
    2. Enter your username and password and click Sign In.
    3. If you forget your password, click the forgotten password link.  Enter your username and click the submit button. An email will be sent to the email address for your user account.
    4. If you forget your username you will need to contact the admin for your account. Probably Jeff Thornton.
- Dashboard
- My Account Management
- User Accounts
- Affiliate Menu, Campaign Menu, Reporting Menu


## Affiliate Management: Kyle

### NuCO2 Partner Center
#### Creating Affiliates
- How to manually add an affiliate to your LinkTrust account.
#### Assigning Affiliates to a Campaign
- (should really only be necessary when the affiliate is first created) In order for affiliates to track a sale they need to be assigned to the campaign(s)
#### Managing Affiliate Groups
- for example, putting all members of a Sysco house into
#### Setting up Parent / Child affiliates
- affiliate referrals



## Lead Management (Partner Center Only): Ward
- Submitting a new lead
- Updating leads in LinkTrust
- Reassigning leads to a different sales team member
- Find your assigned leads

## Reporting: Gary
#### Paying Affiliate Commissions
- Affiliate Commissions Report
- SubId Breakout Report
#### Other eporting
- Training Part 2
