Salesfamily admin workspace

All clients.

Live client roster only. This board now shows each member's actual progression state from app onboarding, invite truth, appointments, reviewed calls, support, and commission data instead of sample client cards.

Open inboxView client appLogan · owner view

Tracked members

5

Onboarding setup

5

Setter track

0

Closer development

0

Advanced / live

0

Client progression roster

Every client, their current lane, what is still blocking the next unlock, and the latest support/activity context.

2 with open support

Logan Kehoe test

logan@salesfam.org

active

sales-family

Onboarding setup

fallback progression truth

4/5 onboarding steps

0 sets · 0 reviewed calls

Finish onboarding

Finish the remaining onboarding steps so the member can enter the live lane with a complete setup record (4/5 done).

No support thread

0 submitted reviews pending

May 20, 6:18 PM

hermes-qa-signup-20260519a

hermes-qa-signup-20260519a@salesfam.org

active

sales-family

Onboarding setup

fallback progression truth

Invite pending

0 sets · 0 reviewed calls

Setter Track

Finish invite, account setup, and the first support check-in so the real lane can open.

Waiting on team

normal · 1 msgs

May 19, 11:57 PM

Hermes QA Commission

hermes-qa-commission@salesfam.org

active

sales-family

$321 active commissions

Onboarding setup

fallback progression truth

Invite pending

0 sets · 0 reviewed calls

Setter Track

Finish invite, account setup, and the first support check-in so the real lane can open.

No support thread

1 submitted reviews pending

May 19, 10:20 PM

Member

hermes-qa-support-test@salesfam.org

active

sales-family

Onboarding setup

fallback progression truth

Invite pending

0 sets · 0 reviewed calls

Setter Track

Finish invite, account setup, and the first support check-in so the real lane can open.

Waiting on team

normal · 1 msgs

May 19, 9:26 PM

logan.fulltesting

logan.fulltesting@example.com

active

sales-family

Onboarding setup

fallback progression truth

Invite pending

0 sets · 0 reviewed calls

Setter Track

Finish invite, account setup, and the first support check-in so the real lane can open.

No support thread

0 submitted reviews pending

May 14, 3:44 AM