Getting Started
Navigation
Finding your way around the platform
Sidebar
The sidebar is your main menu. What you see depends on your role, but common sections include:
- Dashboard — your overview of goals, activity, and performance
- Schedule — agency events, recruiting schedules, and lead appointments
- Production — WAR report and lead management
- Agency — leaderboard and team hierarchy
- Training — modules, materials, and schedules
- My Team — recruiting, pipeline, and trainee management
Top bar
Quick access to search, notes, calendar, resources, notifications, and your account menu (profile, settings, security, log out).
Notes
A personal scratchpad accessible from the top bar. Organize notes by category — Union Endorsements, No-Cost, Referrals, Pitch, or Closing.
Theme
Switch between light and dark mode from your account settings.