Let's wire up your accounts.

Anthony — here's everything I need to provision the new account logins and turn on the automations for Tracking Together. Knock it out in any order.

This page saves your progress automatically on this device — fill what you can now, finish later. When you're done, tap Send to East and it ships me everything in one message. Dashboard: hitthe.link/eliops — East 🛰️

Accounts to provision

The new logins you want set up — one row per account.

Accounts / logins needed

One per line: Account name • State/Region • Rep • Phone. (e.g. the California account, the 909/951 lines, any new ones.)

How many logins total?

Total number of separate account logins to create now.

Login credentials

How you want the usernames + passwords set.

Username format

How should each login be named? (e.g. rep first name, team/state name, or a list of exact usernames.)

Password preference

For security, don't type a real password here unless you want to — just tell me the approach.

Use the password I already gave East One shared password across all logins Unique auto-generated per login East generates + sends them

Color scheme per account

Branding for each account's dashboard view.

How should account colors work?

Same scheme for everyone consistent EliOS look A distinct color per account / region tell-them-apart at a glance

Specific colors per account (optional)

Lead → Google Calendar

Auto-drop new leads / booked events onto a calendar.

Auto-add leads to Google Calendar?

Yes — every new lead Yes — only Booked leads Not yet

Which Google account / calendar?

Lead export

What the Export button should pull.

Export button should export…

Right now it exports all leads — you flagged it should be per-account.

Only that account's leads scoped to the username All leads master/admin only Both — per-account default, admin can export all

Scope & anything else

Regions, rollout, and any adjustments.

States / regions to cover optional

Which markets these accounts serve (California, etc.).

Adjustments / requests optional

Anything to tweak on the dashboard or the build.

◆ EliOS · Tracking Together · Built by East · Self Exec ◆

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