Elevated Advisor

Roth Lead Distribution & Tracking

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Internal

Dashboard Upcoming Past Distribution Tracking Admin0

Dashboard

Roth Conversion Lead Distribution

Advisors Show paused Show archived

Sort:

Name Program Status Current Order Last Appt 30d Show%

Pending Reports

Failed GHL Pushes

← Back to Dashboard

Leads

Lead History

Name	Date Distributed	Appointment	Status	Qualified	Savings	2nd Mtg	Client

Upcoming Appointments

All scheduled Roth Blueprint calls

Roth Funnel Report

Past Appointments

Completed and missed appointments

From to

Distribution

Compare bot channel performance across prompt versions

Tracking

Rolling 30-day CPA, weekly financials, daily appointment counts

Weekly Summary

Ad spend auto-pulled from Facebook. Click caller cost to edit.

Appointments by Day (last 14 days)

Error Log

API errors and failed operations

When Email IP App Result Reason

Name Email Role Last Login Actions

All advisors and their current settings. Click a row to open the detail page for editing.

Show paused Show archived

New Advisor Onboarding

Advisor Name

Location

Advisor Tag (auto-generated from name)

Calendar ID (from master sub-account)

Advisor Sub-Account ID

Advisor Sub-Account API Key

Sub-Account Calendar ID

Zoom Link

Weekly Hours (ET)

Weight

Status

Program

ANOFE advisors appear on the partner dashboard. Other advisors do not.

Daily Cap (0 = unlimited)

Unlimited

Weekly Cap (0 = unlimited)

Unlimited

Notes

Add Advisor

Advisor Name

Location

Advisor Tag (auto-generated from name)

Calendar ID (from master sub-account)

Advisor Sub-Account ID

Advisor Sub-Account API Key

Weight

Status

Program

ANOFE advisors appear on the partner dashboard. Other advisors do not.

Daily Cap (0 = unlimited)

Unlimited

Weekly Cap (0 = unlimited)

Unlimited

Add User

Display Name

Username

Password

User Type

Caller users are sent to the /caller view on login.

Change User Type

User Type

Caller users are sent to the /caller view on login.

Reset Password

New Password