Quick add code
Log a coded recruit by name. Appends to the manager's monthly lb_codes doc.
Edit codes
Rename, remove, or add coded names. Saves to lb_codes.
New event
Pick participants, set the dates and team goal, then save. Progress updates from production check-ins.
0 selected
These override each person’s normal monthly goal for this event only.
Enter a separate event goal for each MGA represented by the selected participants.
Update entries
Type a number for each participant. Blank = 0. Saves on click.
Mark as coded
Pick which manager they're coded to. List includes hidden managers (Antonio, Cindy, Kendall) for accurate rollup.
Edit pipeline agent
All fields are optional. Doc ID stays the same.
Enter team net
Team gross is auto-summed from check-ins. Enter your team's net (after lapses, reattribution, etc.) — may differ from sum of individuals.
Team Gross (auto) $0
Sum of individuals —
Falloff —
This is the official team net for the week. May not match sum-of-individuals due to lapse reattribution or special accounting.
Enter weekly net
Gross auto-pulls from check-ins. You enter the net (what stuck after lapses). Falloff is computed for you.
Gross (auto, from check-ins) $0
Falloff —
Net = ALP that stuck after lapses or cancellations. Can be 0 if everything fell off.
Enter F6 production
Type the F6 ALP totals for each scope. Leave blank to skip a scope.
Format: YYYY-MM. Pick any past month.
Devin's MGA
Mike's MGA
New event
Shows on the right-rail "Upcoming events" feed. Up to 5 events visible at once across the team.
Auto-converts to each viewer's local timezone.
When set, a 📹 Join button appears next to this event on the right rail.