Move card

Override this gate

Recorded permanently against the card as an exec override, separately from an ordinary move and from an evidence advance.

Start in pipeline

Recorded permanently against the case, with your name and the time, as the admission event in the stage history. This reports no sale and claims no ownership of one.

Admit a consultant directly

For somebody who exists in reality but not in the system — already on project, or enrolled outside the funnel. No funnel history is written.

NCA terms — optional

Both optional. Whatever is entered is staged against the consultant exactly as the card stages it, and the card is where these are edited afterwards.

Terms agreed at admission — optional

All three together or none. The schedule must total the deal value exactly — the database refuses terms that do not reconcile.

Mark placed on project

This is not a drop. It records that they left intake onto a project. It does not create a placement record — starts owns those.

Queue for batch training

This does not move the card. The Batch Tracker picks the referral up from its own queue; when it shows the consultant in a batch, this referral resolves itself. Nobody marks it done.

Convert an FT consultant to C2C

Pick the consultant, then continue in the marketing workspace. The conversion is opened, gated and completed there — this board only shows it once it is in flight.

Report a closed sale

Adds the consultant to the pipeline. Their record is created for you.

A C2C close carries no deposit. Leave this blank — what protects a C2C enrollment is the NCA, not money. Fill it in only for the rare C2C who actually paid, and put the real claim reference in it.

Optional. The file exactly as the candidate sent it, before the resume team polishes anything. It is kept separately from the polished version and is never overwritten. You can also add it later from the consultant card.

Lead reference (optional)

Send sample agreement

A watermarked sample for a prospect who wants to see the agreement before paying. Sending records them as a prospect — it does not enrol them, and no card appears on the board.

Attach the deposit payment copy

PNG, JPEG, WEBP, HEIC or PDF, up to 15 MB. Attaching a copy records it against this close for finance to check — it does not confirm the payment. Finance verifies the deposit.

Record slot payment

Who paid you? Search by name, email or phone.

Every consultant in EOS is searchable here, whatever stage they are at and whether or not they are on your board — including consultants who enrolled before this board existed.

Record a payment

The entry point classifies the money, so finance is never asked to.

How it arrived

What the payer told you — optional

Leave either blank if you were not told. This is what was claimed — finance records the bank's own reference when they verify.

Recording a payment states that money arrived, with your name and the time on it. It does not confirm it — finance verifies every claim before it becomes money.

Assign