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)
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
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
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.
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If we have manually activated a client (like pinak and Mitali) and they havent completed a Fact Find, can there be a way to prompt them to do so? Maybe by clicking the fact find icon and re-sending? also need to be able to add client details. For example Pinak and Mitali are SMSF clients and signed an authority in the name of their SMSF, but when clicking their name it only shows Pinak's legal name. Which we must have entered when he was just a lead. So need to be able to edit this.
i know we're not supposed to request features BUT this is a super annoying one for me! Can i please add a property from this view? instead of having to exist go to map, add property and come back here and start again?
