How much room each SignalWealth server has, what is using it, and which way it is trending. Sampled every minute; 24 h in detail, then 15-minute averages for 90 days. A dev box (Cap) only ever raises warnings.
Support
From the CRM's Support page, Beacon's "Ask a person", email to support@signalwealth.io and the website form. Replies here email the person, and their email replies land back on the ticket. Automated mail to support@ (verification codes, no-reply senders, bounces) is kept under System mail: filed closed, never replied to, not counted.
Ticket
Subject
From
Status
Updated
Ideas
New ideas are private until you approve them (status "Open for votes"). Tidy the wording first: the board shows the title and description to every firm, never who or which firm sent it. Status changes email the submitter; shipping also emails everyone who voted.
IMOs, FMOs and agencies that bring firms onto SignalWealth (gap G16). Each partner has its own workspace (its home firm) where its people sign in, and sees its firms' plan, setup and usage at partners.signalwealth.io, never their clients. Revenue share is set per partner below.
Partner
Status
Terms
Firms
People
Home workspace
Setup
How far each firm has got through its Launchpad (the setup checklist in the CRM). Steps tick themselves off from real data, so a firm stuck at a low number on day 5 of a trial is the one to call. Per-person steps count once anyone at the firm has done them.
Firm
Signed up
Progress
Still to do
Extras done
Demo videos
One short video per step (YouTube unlisted, Vimeo, Loom or a direct .mp4 link). A step shows a Watch button once its link is saved. Leave blank and save to remove one.
Step
Video link
Jobs
#
Firm
Type
Status
When
Error
Activity
Firm
Added
Made
Approved
Posted
Post failures
Last engine use
What happened
When
Firm
What
Who
About
Spend
Revenue in
$0.00
Collected$0.00
Refunds$0.00
Stripe fees$0.00
Net revenue$0.00
Profit
$0.00
Running total
$0.00
Recurring floor$0.00/mo
On camera
People who signed the Likeness and Voice Release in the Studio, and the footage they uploaded. Approve footage only if it's production quality: looking into the lens, dressed for clients, plain background, steady framing, clear sound, mouth never covered. The reason for a rejection is emailed to them. Withdraw here only when someone asks by email; they can also withdraw themselves in the Studio.
Help questions
Everything advisors and staff asked Beacon (the ? button), with its answer. "Not helpful" ones show where the help articles need work; the articles live in /opt/signalwealth/crm/api/help/.