EMD Sales Pipeline — Explore More Destinations

Today's Overview

No Active Session

Checked In

Today's attendees

Sales

Closed today

No Sale

Exit meetings

Revenue

Today's closed

RECENT ACTIVITY

EID	CID	Name	Session	Check-In	Status	Tier	Amount	Action
No attendees checked in yet today.

Booking Manifest

Session Date

⚙ Pulse Connection Settings ▼ expand

Webinar Check-In

CLIENT

Client 1 — Primary Member

First Name * First name is required.

Last Name * Last name is required.

Age * Age is required (18+).

Employment Status

Email Address * Valid email is required.

Phone (cell) * Phone number is required.

Street Address * Street address is required.

City * City is required.

State * State is required.

Zip Code * Zip code is required.

Client 2 — Co-Purchaser (optional · if name entered, email required and must differ)

First Name

Last Name

Age

Employment Status

Email Address (required if name entered · must differ)Email is required when a co-purchaser name is entered.

Phone (cell)

Demographics

Annual Household Income

Marital Status *Marital status is required.

CLIENT AND BOOKING INFORMATION

Webinar Session

Session Date *Session date is required.

Session Time *Please select a session time.

Check-In Agent

Tour Outcome

Tour Status

Tour Disposition

Incentive & Source

Gift / Incentive Received *Please select the incentive received.

Promo / Referral Code

How did they hear about us? *Please select how they heard about us.

Notes

✓ Qualified / Qualified — attendee checks in automatically on Save

Closing Manager

FIND ATTENDEE

ATTENDEE —

EID # (from Pulse)

CID # (from Pulse)

Phone

Session

Gift Received

SALE OUTCOME

MEMBERSHIP DETAILS

Membership Tier

Membership Length

Additional Users Allowed

Purchase Price ($)

Processing Fee ($)

Annual Dues — 1st Year ($)

Manager Fee Waivers

Waive Processing Fee ($209.00)

FINANCING OPTION

Enter the purchase price above first, then select a financing option below.

Cash / Full Payment 30% Down — 3 Months @ 0% 40% Down — 3 Months @ 0% 50% Down — 3 Months @ 0% Custom — set your own terms

Purchase Price

$0.00

Down Payment

$0.00

Balance Financed

$0.00

Monthly Payment

—

Total Payments

—

First Payment Due

—

Total w/ Fees

$0.00

Interest Rate

PAYMENT METHOD

Payment Method

Card Number

CVV

Expiration Date

Billing address same as check-in address

Closing Manager

Sales Rep

Podium

Sales Closer

Contract Typist

VLO

Closing Notes

PUMBLE NOTIFICATION PREVIEW

This message will be sent to #sales-closings when you submit:

Fill in sale details above to preview the notification...

Verification Officer

FIND PENDING SALE

Check-In

Closing

Verification

eSign Sent

Complete

CONTRACT FIELD REVIEW —

All fields are editable. Review and correct anything before generating the contract.

Member Name (1) — Primary *

Member Name (2) — Co-Purchaser

Email — Primary *

Phone (cell) — Primary *

Email — Co-Purchaser

Phone (cell) — Co-Purchaser

Age — Client 1

Age — Client 2

Employment — Client 1

Employment — Client 2

Household Income

Marital Status

Street Address

City

State

Zip

Contract Date

Membership Tier

Membership Length

Additional Users Allowed

Purchase Price

Processing Fee

Annual Dues

Down Payment

Balance Financed

Monthly Payment

# of Payments

First Payment Due

Financing Option

Payment Method

Card Number

Card Last 4

CVV

Expiration Date

ACH Bank Name

ACH Account Last 4

Account Holder Name

Bank Branch

Routing / ABA #

Billing Address

Total Due Today at Signing

Monthly Installment

—

On financed balance only · 0% interest

Sales Rep

Closing Manager

Verification Officer

EID # (from Pulse)

CID #

Incentive Received

Sales Information (assign after the presentation · saved to the record for analytics)

Sales Team

Podium

Sales Closer

Contract Typist

On Boarding

VLO

Sales Notes

Purchase Information (used for payroll · amount/down/fees/payment type pull from Closing)

Purchase Date

Product / Tier

Sale Amount

Down Payment Amount

Fees Amount

Payment Type

Price per Week

Sale Type

Sale Status

Backup Payment Type

Cancellation Date

Commissions Paid

POST-CONTRACT ACTIONS

eSign Status

Payment Collected

VOA Login Issued

Uploaded to GoHighLevel

Welcome Call Date

Onboarding Date

Verification Notes

Attendee Registry

EID	CID	Name	Email	Phone	Session	Gift	Status	Tier	Amount	Actions
No records yet.

System Admin

MEMBERSHIP TIERS & PRICING

Tier 1 Name

Tier 1 Price ($)

Tier 2 Name

Tier 2 Price ($)

Tier 3 Name

Tier 3 Price ($)

Tier 4 Name

Tier 4 Price ($)

WEBINAR SESSIONS

Add Session Time

REP MANAGEMENT

Rep Name

Role

Access Code

PUMBLE WEBHOOK

Pumble Incoming Webhook URL

Channel Name

PULSE SYNC

CID and EID are issued by Pulse and inherited here — the pipeline no longer generates identifiers. When a sale or no-sale is recorded, the outcome is written straight back to the matching Pulse experience.

Synced

—

Pending / Failed

—

No EID (unlinked)

—

GOOGLE SHEET WRITE-BACK

When a sale/no-sale is recorded, the result also gets written back onto Karen's Google Sheet — paste the Apps Script Web App URL here once Mark deploys it (Extensions → Apps Script → Deploy → New deployment → Web app).

Web App URL

DANGER ZONE

Session History

PAST SESSIONS

No closed sessions yet. End of Day archives will appear here.