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Assorted V3 Resources

10 Docs

Understanding Agent Referrals (MC Sites 3.0)

Last Updated: December 5, 2025

Resource coming soon…

Career Coaching Session

Last Updated: December 4, 2025

Resource coming soon…

Exam Prep Session

Last Updated: December 4, 2025

Resource coming soon…

Understanding One Pagers (3.0)

Last Updated: December 4, 2025

Notifications include: Resource coming soon…

How to Turn Off and Skip Automations (3.0)

Last Updated: December 4, 2025

Resource coming soon…

Removing Recruits From Pipelines (3.0)

Last Updated: December 4, 2025

Resource coming soon…

Email and SMS DND Opt Outs

Last Updated: December 3, 2025

This resource applies to Market Center sites 3.0. Opt Outs Your recruit previously opted out of automated texts. We’ve emailed them to request permission. Until they update their preferences, they won’t receive any system texts. We’ll notify you if/when they permit us to move forward with text communication. We couldn’t send the recruit an automatic...

Discontinued Proces (MC Sites 3.0)

Last Updated: December 3, 2025

The following recruit has successfully discontinued the recruitment process. They have been tagged “dropout” and removed from any automations and pipelines.

Appointment & Attendance Notifications

Last Updated: December 3, 2025

Below are a variety of appointment and attendance-related notifications Users may receive in Market Center Sites 3.0. Appointment Booked Opportunity Not Found No Opportunity Found Notification: A recruit was marked as Showed <OR> No Show/Cancelled for an appointment, but no Opportunity was found. Opportunity Created Notification: A recruit scheduled an appointment, but no Opportunity was...

Approval Check Errors

Last Updated: December 3, 2025

This is the landing page for Approval Check Errors. If you are prompted to contact support, please forward the email notification of the error to support@profitsharesites.com and make sure to include your account name and/or Market Center Number to help expedite any potential resolution. Overview An Approval Error occurred when moving a recruit in the...