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JPTD Hub
For the JPTD Partners team. Sign in with your admin email.
This page is for the JPTD team
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Clients can follow their sale on the Client Portal.
Deals
Recently deleted deals
Active discussions
The firms this client is talking to. Clients see each firm's name, status and details. Notes and to-dos stay with the JPTD team.
Meetings
Upcoming meetings show on the client's portal with the date, time (in their own time zone), firm, and the Zoom link or location.
Delete deal
Removes the deal and takes it off the client's portal. It stays in Recently deleted, where you can restore it.
Team & deal settings
Who appears on client portals, who supports whom, and your referral partners.
Consultants
A consultant's photo comes from their profile on the Team tab of the Admin Portal. Email and cell are what clients see on their contact card.
| Consultant | Cell | Support staff | Deals | Actions |
|---|
Support staff
| Name | Cell | Supports | Actions |
|---|
Referral partners
Chosen on each deal. Their email will be their login when the Referral Partner portal is built.
| Name | Company | Phone | Deals | Actions |
|---|