Xero Integration

can i have some kind of icon to confirm when a client A2A has been signed? so somwhere that i can tick it off in their campaign and then it shows up green in the pipline view ? This would be really helpful :)

can i have some kind of icon to confirm when a client A2A has been signed? so somwhere that i can tick it off in their campaign and then it shows up green in the pipline view ? This would be really helpful :) like a 4th icon next to the $ payment icon? or the current request A2A icon turns into a green tick?

under the campaign team on the left hand side panel, can we add 'Referral Partner' and then if a refferal partner hasb been added as part of activating a new client, their details will be visible here. Also need the ability to add a Referral Partner after a client has been moved into activaed or conditional. when adding a referral partner we require the option to seller 3 x options ... 1) Gift Card to referer 2) Discount applied to client 3) Other (text)

under the campaign team on the left hand side panel, can we add 'Referral Partner' and then if a refferal partner hasb been added as part of activating a new client, their details will be visible here. Also need the ability to add a Referral Partner after a client has been moved into activaed or conditional. when adding a referral partner we require the option to seller 3 x options ... 1) Gift Card to referer 2) Discount applied to client 3) Other (text)

Migrating CMS to Xano so portal users can update the website

Migrating CMS to Xano so portal users can update the website Requires permissions Access to update: Insights (blog) Resources (youtube videos) Team (staff profiles) Testimonials

Invite Buyer button for client portal buyers to add other buyers

Invite Buyer button for client portal buyers to add other buyers Add an invite button and allow the user to login to the campaign. Either by: a) reworking buyer access to campaign by a direct pivot table to campaign, or b) automatically making them and the others into an individual(s) entity (if they aren't already one) and assigning the new or existing entity to the campaign which can be updated to other entity types later, or c) Asking them for the entity structure now. The details will need to pre-load into the authority 2 act to ensure there is no double entry etc. Client Portal

on this page there is a spot to a referral partner, however some referrs elect to pass the $1000 onto the client to be a discount on success fee. Can there be a way to record this ? so where it says referral amount- you can select to agent or client

Staff Leaderboard & KPI Management

Staff Leaderboard & KPI Management Develop a new page for managers to manage staff goals. Include functionality to reverse engineer goals - eg. I want to earn $200k, how many sales, which needs how many authority, which needs how many appointments, which needs how many phone calls etc. 1 1

Integration with REI Forms

Integration with REI Forms 1 1

Calendar Integration for managing your appointments and tasks

Calendar Integration for managing your appointments and tasks 1 1

Calendar Integration for clients to book your time (cal.com)

Calendar Integration for clients to book your time (cal.com) 1 1