EMD Sales Pipeline — Explore More Destinations

EXPLORE MORE DESTINATIONS

Sales Pipeline

Rep Name

Access Code

Invalid access code. Please try again.

Today's Overview

No Active Session

Checked In

Today's attendees

Sales

Closed today

No Sale

Exit meetings

Revenue

Today's closed

RECENT ACTIVITY

	TID	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

WEBINAR SESSION

Session Date * Session date is required.

Session Time * Please select a session time.

Check-In Agent

CLIENT 1 — PRIMARY MEMBER

First Name * First name is required.

Last Name * Last name is required.

Age * Age is required (18+).

Email Address * Valid email is required.

Phone (cell) * Phone number is required.

Employment Status * Employment status 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 is required and must differ)

First Name

Last Name

Age

Email Address (required if Client 2 name entered · must differ from Client 1) Email is required when a co-purchaser name is entered.

Phone (cell)

Employment Status

DEMOGRAPHICS

Annual Household Income * Household income is required.

Marital Status * Marital status is required.

INCENTIVE & PROMOTION

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

Closing Manager

FIND ATTENDEE

ATTENDEE —

TID #

CID # (generated at sale)

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 ($299.00) Waive 1st Year Annual Dues ($264.00)

FINANCING OPTION

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

Cash / Full Payment 30% Down — 6 Months @ 0% 30% Down — 12 Months @ 0% 50% Down — 2 Months @ 0% 50% Down — 4 Months @ 0%

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

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

Billing Address

Total Due Today at Signing

Monthly Installment

—

On financed balance only · 0% interest

Sales Rep

Closing Manager

Verification Officer

TID #

CID #

Incentive Received

POST-CONTRACT ACTIONS

eSign Status

Payment Collected

Inspira Login Issued

Uploaded to GoHighLevel

Verification Notes

Attendee Registry

FROM TO Show Trash

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

System Admin

🎯 DEMO DATA

Load sample attendees, sales, and contracts so you can play with every feature. Clear Demo removes only seeded records (marked with demo:true).

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

SEQUENCE COUNTERS

Last TID Issued

Last CID Sequence #

Next TID will be — · Next CID will be —

DANGER ZONE

Session History

PAST SESSIONS

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