Miles this month
0
YTD: 0
Compensation this month
$0
YTD: $0
Clients
0
Referrals
0
| Name | Enrolled | Expires | Days | Status | Last contact | Actions |
|---|---|---|---|---|---|---|
| No clients yet. Add one above. | ||||||
| Name | Phone | Received | Last contact | Conversion | Actions |
|---|---|---|---|---|---|
| No referrals yet. Add one above. | |||||
assignedUids, sharedWith, clientAssignedUids)
that Firestore security rules can evaluate. Safe to run more than once — it only fills in what's
missing and changes nothing you can see in the app.
Client name is always included.
Move over to your clients list?
Their name and phone carry over. You can fill in the rest now (CIN, address, birthday, enrollment) or later — they'll always be editable.
Anyone assigned to an attached client can open this, which is how cover works everywhere else in the app.
Photograph a page and I'll read it, tidy it up, and file it where you say.
Questions about your own records are answered here on the device, without sending them anywhere. To photograph a page, use Scan documents in Notes.
Listening… speak, then press the microphone again.
Worked out on this device from your own records. Nothing was sent anywhere to answer this.
Nothing is saved until you press Save.
Reading the page…