VanguardLeaders PRO

The Founder account is seeded automatically the first time the sign-in page loads — there is no signup flow for it.

• Email: sheridan@cannibusny.com
• Password: Founder2026!ADg

The Founder carries a gold badge in the header, bypasses every tenant boundary, billing gate and feature flag, and is protected at the database level: the founder role cannot be deleted or downgraded, and the profile cannot be deleted — by anyone, including other admins.

Change the password from Settings after first login.

1. Open Team from the sidebar.
2. Enter the rep's name, email and role (Rep, Manager or Admin).
3. Press Create account. The account is created immediately and a one-time password is shown on screen.
4. Send that password to the rep. They sign in at /auth and change it in Settings.

Reps see only prospects assigned to them plus unassigned territory. Managers and Admins see the whole company. The Founder sees every company.

• Industry Selector (Settings, and prompted on first login) — choose from 12 verticals. Every downstream module reads this value.
• Territory Map — zip or pin plus radius search, colour-coded pins (New / Contacted / Hot / Converted / Dead) and a density heatmap toggle.
• Prospect Finder — filter by property type, home value, ownership status, years at address, status and industry-specific filters.
• Pitch Studio — generates door-knock, cold call, SMS and email scripts with a tone selector. Every output is editable and can be saved to the library.
• Outreach Center — Call / SMS / Email tabs with disposition tracking. Everything is written to the prospect's activity record.
• Compliance Engine — DNC acknowledgment and TCPA consent are required before any outreach can be logged; quiet hours (default 8am–9pm) are enforced server-side; state notes and a full audit log are kept.
• CRM Pipeline — Kanban across New Lead → Contacted → Follow-Up → Proposal Sent → Closed Won / Closed Lost.
• Team Dashboard — per-rep activity, conversion rate and leaderboard.
• AI Insights — weekly performance summary plus best zip codes, best contact windows and best-performing pitch tones.
• Settings — company name, logo URL, brand colour, industry and rep management.

Fully real and persistent:

• Authentication, roles, founder protection, multi-tenant isolation.
• Prospects, activities, pipeline stages, pitches, compliance records, audit log.
• Every filter, Kanban move, disposition and save writes to the database.
• Quiet-hours and DNC/TCPA enforcement is server-side and cannot be bypassed by the UI.

Placeholder / simulated:

• Twilio — the call and SMS transport is fully implemented against Twilio's REST API but runs in simulated mode until TWILIO_ACCOUNT_SID, TWILIO_AUTH_TOKEN and TWILIO_PHONE_NUMBER are set. Add them and real messages send with no code changes. Simulated sends are still logged and marked as simulated.
• Email — logged to the prospect record; no email provider is connected yet.
• Territory map — a coordinate-projected canvas map, not a licensed tile provider. Pins use real prospect latitude/longitude.
• Prospect data — 24 demo prospects in the Albany/Capital Region are seeded so the app is not empty. There is no third-party property-data feed connected; home value, ownership and tenure are stored fields you can edit or import.
• DNC scrubbing — acknowledgment and audit trail are real; the platform does not currently query the federal DNC registry API.
• Billing — no payment provider is connected. The Founder bypass is built in and ready.
• AI Insights — computed from your real activity data. If no AI key is present, the pitch generator falls back to deterministic templates.

Add the three environment variables listed above to the project. No rebuild or code change is required — the Outreach Center detects them at runtime and switches the badge from "Simulated" to "Live".

The platform enforces DNC acknowledgment, TCPA consent capture, quiet hours and audit logging. It does not constitute legal advice. Confirm state-level rules for your vertical — the Compliance page lists the ones that apply to your selected industry.