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Good morning, Emilio.
Here’s how you’re tracking against your goals.
This Month
Performance
Goal progress
Your standing
Team rank
#2of 8
Latest
Recent wins
Submitted production · CFTConnect
Leaderboard
See who’s setting the pace across the team.
RankConsultantDealsTotal Enrolled DebtAverage Debt
Admin workspace
Update performance data
Simulate CFTConnect submissions or maintain processed Debt Manager client records.
Integration Testing · CFTConnect
Import submitted production
Integration Testing
Test an integration event
Debt Manager · processed production
Import client data
Manual backup
Paste client data
CFTConnect activity
Recent submitted production
Audit trail
Recent deal updates
Import audit
Import history
Integration audit
Processed integration events
Integration diagnostics
Integration errors and mapping issues
Administration
User Management
Create accounts, manage access, roles, Sales Rep mapping, and individual goals.
NameWork EmailRoleStatusSales Rep mappingsActions
Consultant portfolio
My Clients
Clients assigned to the selected consultant.
ClientClient IDDate EnrolledEnrolled DebtPaymentsStatus
Account
Account Settings
Review your account and change your password.
Administrator security