P

Recruit Tracker

Primerica Training & Licensing Pipeline

Username

Password

P

Primerica Tracker

Admin

Pipeline Summary

Total Recruits -

Active Training -

Licensed -

Pending Refund -

Filter Recruits

Pipeline Stage

RVP

Recruits Pipeline

IBA App Login WhatsApp Class Qual Prov Lic Ref Invoice

Register RVP User

This account can view reports and recruits for its selected RVP only.

Username

Password

RVP

Email for Weekly Report

WhatsApp Phone

Import Recruits

CSV or Excel file Use a header row with First Name and Last Name. Optional columns: Email, Phone, IBA Date, IBA Status, Solution Number, RVP.

Add New Recruit

First Name

Last Name

Email Address

Phone Number

Solution Number

RVP

IBA Submit Date

IBA Status

Recruit Details

***-***-**** | *******@***.com

Log Exam Attempt

Exam Date

Result

Notes / Details

Reports

Pipeline analytics and class rosters

Weekly Email Preview