all right leadership is now available for you to be able to track your leadership pipeline let's see if you're building your pipeline what's in your pipeline and when is stuff coming very simple little dashboard here what do you have cappers have cappers your total pipeline quarter and then new agents and then a funnel of business how much is coming in this month so how many agents and how much money based off of your caps you can set your cap for your office whatever that is and it'll figure out the dollar figure that's coming in based
off of your pipeline we can see next month what is that looking like two to three months three plus months and then if there's no timeframe assigned to them so we can see this month what do we have joining we have a hundred thousand we have five cappers so cappers quarter capita we have two four ten thousand new agents we have three four seventy five hundred joining next month as long as everything goes through we have five cappers coming out board cuts another hundred thousand dollars for our office half cappers quarter cappers in new agents
and then the same thing down here for joining in two to three months and then joining in three plus months we can see each of our categories and then we have a board of all of these people and it automatically ranks everybody based off of their time frame so we can see okay yeah we've got five cappers joining us this month we can see who they are what company they're with so that way we can have a dialogue with our coach or whoever that is about what's going on with this person we can see all
of that all you have to do inside of this system and just simply update your pipeline everything color codes and does it automatically so you just put in their name the date that they became a lead what is their production level change them what's their time frame you know what and he's now coming on board this month and all of your reports will automatically adjust you can put in phone number email what brokers they're with where they come from who referred them you know what we ended up converting that one we can convert them as
well any notes and then a follow-up that you guys have with these people as well you have a mini dashboard on top here you can filter and say okay I just want to look at my cappers because I want to make some calls to my cappers so I can do that and again I'm gonna have their phone number in here I can make phone calls to them I can have notes tied to them everything is automatically synced to your dashboard saves automatic if you need to share you simply to simply click on the share button
we can share it as view only we can give edit access anything that you guys desire
