Family Legacy Plus — Recruiter Dashboard · Prototype v8.6 Roadmap sync FIXED · expanded Vault (state licenses, TIN, broker portals + reps, add carriers) · Users management · pipeline progress bars
Tuesday · May 12, 2026

Good Morning, Camille

Three roadblocks need clearing, three follow-ups owed, five tasks due today.
Lead
7across 3 events
Contracting
42 stuck >14 days
Onboarding
31 boot camp Dec 5
Active
2both producing
Today's Schedule
6 items
    Recent Progress
    Last 7 days · Click to congratulate
      Action Items
      11 open
      Pipeline · 16 records

      Recruiting Pipeline

      Stages as rows · Sub-statuses as columns · Click any name to open profile.
      Agent Type
      Events & Lead Sources

      Events

      Track recruiting events · invited, RSVPs, attendance, conversion, and cost per agent.

      Users

      Manage who can sign in to Family Legacy Plus and what they can see. Master Admin sees everything. Agency Owners see only their downline. Agents see only their own profile and tools.

      Name Email Role Scope

      —

      Stage
      Sub-status
      Days in Stage
      —
      Agency
      —

      Contact Edit

      Lead Intake Edit

      Date-stamped Notes

      Tasks

      Roadmap Progress

      Carriers Contracted

      Quick Actions

      —

      —

      Lead Status

      Contact

      Lead Source

      —

      Guest Of

      Link this attendee to the primary who brought them

      Notes

      Tasks