Invite a rep

Text them a link and they finish onboarding on their phone.

Rep first and last nameRep phoneRep email (optional)

Role

SetterCloserManager

Recruiter nameManager name

Already done? (backfill for existing reps)

Check anything this rep has already completed. They'll only be asked for what's missing.

✓Rep Agreement✓W9✓ACH / Direct Deposit✓Gear & Address