Grow your pipeline: join links, Will Bank & Products

Tools for bringing new prospects in and knowing your products cold: shareable join links, bulk CSV import (Will Bank), and the product wiki.

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Join links - share a self-serve sign-up link#

A join link lets a prospect complete the triage questionnaire and be assigned to you automatically. Great for email signatures, campaigns and QR codes at events.

Where: Join links in the sidebar (/join-links). Heading: "Join Links".

🔒 Everyone can copy a link and grab its QR code. Creating, renaming, deactivating and reactivating links is Manager/Admin only.

Create a link#

1. Click "Create Join Link" (top-right).
2. In "New Join Link", optionally set a "Label", "Expiry date", and "Max uses" (all optional).
3. Under "Who can see this link", choose "Share with advisors" (everyone at the company) or "Keep to admins".
4. Click "Create".

Share a link#

On any row:

• "Copy Link" - copies the URL (flips to "Copied!" for a moment).
• "QR code" - opens the QR dialog; click "Download QR" to save a PNG for print/slides.

The "Show" filter switches between Active / Inactive / All. Row status pills read "Active", "Inactive", "Expired" or "Limit reached".

Manage a link (🔒 Manager/Admin)#

• "Rename" - change or clear the label.
• "Deactivate" - stops the link immediately (confirm "Deactivate this join link?"). Existing QR codes/URLs stop working.
• "Activate" / "Reactivate" - bring it back; when reactivating you can extend the expiry or bump the use cap.

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Will Bank - bulk-import prospects from CSV (🔒 Manager/Admin)#

Will Bank imports a contact list, then lets you send invites in controlled batches.

Where: Will Bank in the sidebar (/will-bank). Heading: "Will Bank". Plain advisers can't access it.

The overview shows roll-up tiles (Batches / Contacts imported / Invites sent / Pending) and a card per uploaded batch (with a send-progress bar and an "Open" button).

Import a CSV#

1. Click "Import CSV" → the import wizard (/will-bank/import). It has 7 steps down the left: Upload → Names → Email & phone → Date of birth → Address → Other details → Review.
2. Upload - drop your CSV (max 5 MB, UTF-8) and click "Continue" (it reads "Analysing…" while it auto-detects columns).
3. Names - choose "Separate columns" or "Single 'full name' column", then map First / Middle / Last (or the full-name column + delimiter + order). A live preview confirms the mapping. Click "Next".
4. Email & phone - map at least one of "Email" or "Phone number" (required to continue). Click "Next".
5. Date of birth (optional) - map the column and pick a "Date format", or "Skip".
6. Address (optional) - separate columns or a single full-address column.
7. Other details (optional) - Nationality, Occupation.
8. Review - check the "Mapping summary" (each section has an "Edit"), review any Broken rows, then click "Import {N} contact(s)". You'll see "Imported N contacts" and land on the batch.

On any step, unrecognised columns default to "(skip - leave empty)", and an auto-map banner tells you how many fields it matched.

Send invites from a batch#

1. Open a batch (/will-bank/{id}).
2. Send options: a per-row "Send", tick rows and use "Send {n}", or set "Send next N pending" and click "Send next {N}".
3. The "Send invite" panel opens. Pick a "Template" (a live Email preview and SMS preview show the result), then click "Send {N} invite(s)". Your template choice sticks across sends.
4. Results show as a toast (e.g. "Sent N invites", or "Sent X, Y failed").

Use the status tabs (All / Pending / Sent / Failed) to track progress.

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Products - the product wiki#

Know what each product does before you quote it.

Where: Products in the sidebar (/products). Heading: "Products" - "Learn how each product works…" Visible to every adviser.

• Products are grouped into Will bases, Trusts, Additions, and Lasting Powers of Attorney.
• Click a product name to open its datasheet page, which shows "About this product", "Documents included", a link to "Open datasheet" (a client-facing PDF), and a "Learn on InLeef Academy" article link.
• Use the catalogue switcher to view a different catalogue.

This is a read-only wiki - it shows no prices. Pricing and RRP live in Product management (🔒 Admin only, under Company config), where admins edit base prices, price options, whether a product is Active, and VAT exempt.

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That's the tour. Head back to the index any time.