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Team onboarding checklist

Use this when you create a new team or bring agents online. It follows the same shape as a Follow Up Boss–style ramp (company → team → routing → templates → daily work), but only lists what Unificar already supports. Terms: Glossary.

Open Admin from your avatar menu (admins only). Agents skip admin steps and jump to Daily loop.

1. Sign in or create the team

  • New brokerage / workspace — Create account (/register) creates a team and makes you the first admin.
  • Joining an existing team — open the invite link (/invite/…), set your password, then sign in. Do not register a second team.
  • Local demo: demo@unificar.pro / DemoPass123! — see Sign in & accounts.

2. Company basics

Admin → Company (under More ▾):

  • Team / company name
  • Timezone
  • Phone, address, website

There is no billing page, office-hours dialer, or phone-number inventory in Unificar.

3. Invite the team

Admin → Teams (Invites is a shortcut that opens the same flow):

  1. + Add users — name, email, optional phone, role (Admin or Agent).
  2. Teammate opens /invite/<token> and sets a password.
  3. Set Pause leads / Can export and other flags from the row or Permissions.
  4. Put agents into Groups if you will use group assignment or first-to-claim pools.

Details: Settings & Admin.

4. Stages, tags, and fields

Before importing a large book of business:

  • Admin → Stages — confirm the pipeline stages your team uses.
  • Admin → Tags — shared tags for lists and bulk actions.
  • Admin → Custom Fields — extra person fields (type, usage, hide-if-empty, read-only).

People live under People & lists; each contact is a person record.

5. Lead flow, groups, and ponds

Admin → Lead Flow — for each source, choose how new people are assigned (round_robin, specific agent, unassigned, first_to_claim, or a Group) and optionally attach an Action Plan.

Admin → Groups — pools used by those rules.

Admin → Ponds / Ponds in the main nav — shared queues agents can claim.

6. Message templates and channels

  • Admin → Email Templates / Text Templates — create at least one email with {{first_name}} (and a text template if you use SMS).
  • Admin → Channels (under More ▾) — see which email/SMS providers are configured (console in local/dev, or Resend / Twilio when env is set). Calling is click-to-call (tel:), not a CRM dialer.

Agents use templates from the person composer (Send Email / Text). You can send or log only.

7. Action plans and automations

  • Admin → Action Plans — multi-day nurture (tasks, email, SMS steps). Enroll from a person or from Lead Flow.
  • Admin → Automations — run the automation runner; configure event triggers (person_created, tag_added, no_contact_days, pond_claim) and stage automations.

Start with one simple new-lead plan; add more after the team is live.

8. Bring contacts in

Pick one path that matches how leads arrive:

| Path | Where | |------|--------| | Manual | People → New person | | CSV | Admin → Import (file or paste) + review previous imports | | Website / tools | Admin → API Keys + POST /public/leads, or the public REST API under /public/v1/… | | Events out | Admin → Webhooks (HMAC + delivery log) |

There is no MLS sync, connected Gmail/Outlook mailbox, or Zapier app gallery — use API keys and webhooks instead.

Optional cleanup: Admin → Dedupe after a big import.

9. Daily loop (every agent)

Same core loop as the guided sessions:

  1. My Day — today’s people, tasks, and getting-started checklist.
  2. Open a person — note, email, text, or log call.
  3. Work Tasks and Inbox (claim / mark actioned).
  4. Use Calendar and Deals when you schedule or move pipeline.
  5. Check Reporting (and Activity) for a team snapshot.

Personal email prefs: avatar → Settings.

10. Train the team

Walk agents through sessions 1–6 in the Guided sessions section of these docs. Admins continue with Session 7 — Team tools.

Out of scope (do not expect these)

Unificar does not currently include: billing/seats, MLS/IDX, power dialer or call recording, CRM-owned phone numbers / A2P registration UI, connected mailbox, Google/Outlook calendar sync, email open/click tracking, native mobile app, or a third-party integration marketplace.