DRIVE Admin

All Functions Require User to be Logged In Agency Admin

Create Staff Account (for learning/practice/training)

Full Name

Account Name

Use your own name if different name not required

Your @nladv.com or @nldrive.ai email *

Delete Subaccount

User Email *

Subaccount Location ID to Delete *

I am authorized to delete this subaccount. My email and userId will be recorded.

Create Email Signature for DRIVE/Gmail

First Name

Last Name

Business Phone *

@nladv or @nldrive.ai Email *

Your Position *

Fiduciary Consultant

Client Success Manager

Bio to add to signature (optional)

Non SaaS Client Account Creation

Go to Non SaaS Creation

Access and convert NLID Pixel Codes

1. Access NLID Pixel Creation

2. GTM Code Modifier

Access AirTable Client List

Go to Non SaaS Creation

Deploy Snapshot

Email *

Account To Update *

Snapshot(s) to Push *

Populate Existing Blank Subaccount

Go to Non SaaS Creation

Nuke Subaccount Assets

Email *

Subaccount locationId to Nuke *

Asset Types To Nuke *

Calendars

Calendar Groups

Trigger Links

Custom Fields

Custom Values

Email/SMS Templates

If it's not on the list, it has to be deleted manually.

All selected assets will be deleted. I am authorized to do this. If I am not and do it anyway, I hereby affirm and attest that James, the NLA CTO, will be allowed to hunt me down and end my lineage with extreme prejudice.

Create New Campaign Shell

Email *

BLP - Invite Agent

Advisor's Full Name

Advisor's Mobile Number *

Advisor's Business Email *

Invite Code

Invite Client to DRIVE

Client's Full Name

Client's Mobile Phone *

Client's Business Email *

Business Name *

Sales Agent Full Name *

Sales Agent Email *

Select DRIVE Subscription *

Project to Deploy *

Add Fiduciary Consulting *

Yes

Consulting Monthly Charge *

Does Client Need Facebook Ads? *

Yes

Sales Notes *

Provide details on their interest, pain points, needs, or anything of note in the sales process that will help onboarding and account management set them up for success.

Resend Onboarding Form

Your Email *

Send Form To - First Name: *

Send Form To - Last Name *

Send Form To - Email: *

Which Account? *

To prevent accidentally changing account information by sending this to the wrong person for the wrong account, the Person You Are Sending This To Must Already Be A User On The Account.

If this email is not already a user on the account, go add them first.

I have checked and I am sending this to the correct account and the email address in the "Send Form To: Email:" is listed as a user or admin on the selected subaccount.