Agents who signed themselves up. Approve to let them log in and appear on the board.
Recruitment Pipeline
All Recruits
Recruiter Leaderboard
Add Agent
Full Name
Email (optional — only needed for Agent Portal login)
Market
PIN (they log in with this)
Edit Agent
Full Name
Email (optional — only needed for Agent Portal login)
Market
Record Sale
Goes straight to the leaderboard — no approval step.
Agent
Client Name
Product
Monthly Premium ($)
Annual Premium ($)
Sale Date
Add Resource
Section
Title
Description (optional)
Link (URL)
Add Recruit
Full Name
Phone
Email
Recruited By
Source
First Contact Date
Stage
Notes
Discord Mirror
Optional. Approved sales always post to the portal's Team Chat — paste a
channel webhook here and they get announced in Discord too.
Leave blank to keep it off.
Channel Webhook URL
Import CSV
Columns: agent, client, carrier, product, monthly, annual, date (header row required).
Agent is matched by name or email — unknown agents are created automatically.
Rows land as approved.