Future Bridge Consulting
Workflow System
Upcoming appointments & deadlines
Overdue & delayed cases
Case pipeline — manager view
🔍
| Client | Age | Visa | Stage | In stage | Agent | Deadline | Consultant | Action |
|---|
| Task | Client | Logged by | Assigned to | Category | Progress | Due |
|---|
Team notepad
Shared board — visible to the whole team. Post reminders, announcements, or quick updates.
Note
Category
Submit feedback
Report issues, missing features, or suggestions. Admin reviews all feedback.
Your name
Team
Type
Submitted feedback
Team members
User accounts are managed in Firebase Authentication. Contact your Firebase admin to add or remove users. Roles and permissions are managed below.
| Name | Role | Add | Edit | Delete | Actions |
|---|
Cases by stage
Cases by visa type
Consultant workload
Top agents by referrals