Leading a team

Approve joins, coach advisors in Team CRM, assign team tasks and read team analytics.

• Approve join requests and invite your teamHand out an invite link, then approve each person who asks to join, which is the click that bills a seat.Managers, District admins
• Open an advisor's coaching filePick a name in Team CRM to open their dossier, read the coaching score behind its arithmetic, and prep for the 1-to-1.Managers, District admins
• Write up a 1-to-1The Notes tab is the coaching file you keep per advisor, and the advisor reads it too.Managers, District admins
• Assign a task to the whole teamOne form hands the same job to every advisor at once, and the cadence decides whether it lands as a task or as a routine.Managers, District admins
• Read team analyticsThe Analytics tab answers two questions: will the team hit the number, and who do you talk to first.Managers, District admins
• Set up your coaching booking pageMake a page, open the hours you can be booked in, choose who can see it, and work the bookings that come in.Managers, District admins
• Spin the team wheelsSpin the Wheel of Fortune to award one person flexi credits, or the Wheel of Misfortune to hand the room a challenge.Managers, District admins
• Approve credit requests and adjust balancesDecide what members ask for and change a balance by hand, from the Credits tab where the balances already are.District admins
• Enter FYC results for the districtRead each advisor's monthly FYC off a screenshot, or type it into the grid, so the whole district sees the same results table.Managers, District admins