Opportunities
How to View Emails and Communication Recruits Receive
Last Updated: August 18, 2025As recruits move through your pipeline, the system automatically sends them emails and text messages. It’s helpful to see exactly what they’re receiving so you know how the communication looks from their side. There are three ways to do this: 1. Send Yourself Through the Pipeline 2. Review Communication from a Recruit’s Contact Card 3....
How to See What Emails Recruits Receive from the System
Last Updated: August 8, 2025If you want to see the emails, texts, and automations recruits receive as they move through your recruiting pipeline, there are two main ways to do it: 1. Test It Yourself as a “Fake Recruit” One of the easiest ways to preview communications is to go through the process as if you were a recruit....
The Agent Referrals Form
Last Updated: July 21, 2025Each Market Center Site includes a built-in Agent Referrals page designed to help you track and manage referred agents easily. This guide walks you through how the referrals page works, what happens when a form is submitted, and how to best use it within your recruiting system. Accessing the Referrals Page To access your referral...
Opportunity Cards
Last Updated: July 21, 2025The Opportunities section of your Profit Share Sites platform is where you’ll manage individual recruits throughout your pipeline. Each contact is represented as an opportunity card that stores key details, tracks their progress, and enables automation. This guide walks you through what you’ll find inside an opportunity card—and how to use it effectively. Accessing Opportunity...