Company Profile
Max Life Agency name, logo and contact details.
Settings
Configure the Max Life Client Path Engine.
Trainers
Add trainers, set availability and capacity.
Workshop Settings
Thursday and Saturday recurring schedules.
Client Path Settings
Rename stages and set default next actions.
Notifications
Reminders for trainers and leadership.
GoHighLevel Integration
Not ConnectedContacts, opportunities, pipelines and automated follow-up will sync here.
Integration will be configured during Phase 2.
Demo Data
Reset every prospect back to the original demo state.