Future Bridge Consulting
Workflow System
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Welcome back
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Upcoming appointments & deadlines
Overdue & delayed cases
Case pipeline — manager view
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| Client | Age | Visa | Stage | In stage | Agent | Deadline | Consultant | Action |
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| Task | Client | Logged by | Assigned to | Category | Progress | Due |
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Team notepad
Shared board — visible to the whole team. Post reminders, announcements, or quick updates.
Note
Category
Select a channel
Choose a channel from the left
Pick an emoji
Submit feedback
Report issues, missing features, or suggestions. Admin reviews all feedback.
Your name
Team
Type
Submitted feedback
User management console
Add team members, set permissions, manage access
Add new team member
Full name
Email address
Primary role
Additional teams (optional — for multi-team users)
Check additional teams this user can access alongside their primary role
An invitation email will be sent to the team member. They click the link to set their own password and activate their account.
Workflow stage assignments
Set which team member handles each stage for each visa type.
Reports & exports
Cases by stage
Cases by visa type
Consultant workload
Top agents by referrals