Command Center
Welcome back, Team
Navigate your sales pipeline, client accounts, tasks, and resources from one place.
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Pipeline Leads
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Active Clients
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Open Tasks
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Resources
Recent Clients
Sales Pipeline
Track prospects through your funnel. Click any card to edit or move it between stages.
New Leads
Downloaded Brief
Submitted A&W
Consultation
Closed Won
Client Directory
Create accounts for each client, track services, manage onboarding, and maintain employee rosters. Click any client to view details.
Tasks
Create tasks, assign to team members, set due dates, and track completion. Urgent and high-priority tasks are color-coded.
Individual Tasks
▼Onboarding Tasks
▼Completed Tasks
▼Team Resources
Centralized document storage for your team. Select a category to view, upload, and download files.
Team Directory
OneAdvocate Financial team members. Click any card to see contact details.