Team portal
The onboarding.
Five phases from signed to selling. Check items off as you go — your progress is saved on this device.
Your track
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I
Foundation
Get the admin out of the way so nothing blocks you later.
II
Licensing
Already licensed? Mark these done and move on.
III
Contracting
Paperwork that puts your name on the business you write.
IV
Systems
Your cockpit: CRM, dialer and calendar, wired together.
V
First business
The only step that pays you. Everything above exists for this.
Stuck on a step?
Nobody onboards alone. Message your team leader and it gets handled.