Vortex Wealth CRM — Broker dashboard

🎯 Your money is here

— call these first, top to bottom

📊 Counters Fresh leads landing in your book ⓘ —

Fresh today

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Fresh this week

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Fresh this month

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📝 My notes Reminders, scripts, anything — auto-saves to this device —

Recco

My pipeline Click a card to open the lead

All overdue + scheduled Auto-prioritised

📅 Upcoming follow-ups —

Focus lead Top priority for today

Your month This month

Active

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Deposits

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Lost

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Conversion—

Deposit leaderboard

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