Welcome back, Team
Navigate your sales pipeline, client accounts, tasks, and resources from one place.
Recent Clients
Sales Pipeline
Track prospects through your funnel. Click any card to edit or move it between stages.
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 resources for your team. Access SharePoint client files or launch partner and vendor portals below.
Team Directory
OneAdvocate Financial team members. Click any card to see contact details.
Assessment Submissions
Netlify API Configuration
Enter your Netlify credentials to load live submissions. Saved locally in this browser only. Get your Personal Access Token from Netlify → User Settings → Applications. Site ID from Netlify → Site Configuration → Site details.
Configure your Netlify API credentials above to load submissions.