Phoenix Ops

HR · Onboarding

2 active · 0 awaiting review · 0 in discovery · 0 ready for IC Agreement

Intake: 0Agreement: 0Registration: 1Nurture: 0Core training: 0Activation: 1

Applications awaiting your review (0)

Nothing pending — 🎉

Awaiting discovery call (0)

Applicants you flag with "Need info" land here until you approve or reject them after the discovery call.

Ready for IC Agreement (0)

Applications you approve will appear here so you can set commission + send.

All active onboardings (2)

Sorted by engagement attention-needed. 🟢 healthy · 🟡 warning · 🔴 attention · ⚪ override · ⚫ no data yet.Signals: NC = Nextcloud logins · 3CX = softphone registration.

EngagementCodeNamePhaseStatusProfileLast progress
⏸🔴NC🔴3CX
KCANNINGKen CanningRegistrationactivebeginner26d agoOpen →
—JMELANSONJoelle MelansonActivationpausedexperienced42d agoOpen →

Active ITCs (16)

Activated advisors. Engagement signals polled, but no automated nurture / nudge emails (paused on activation per HR-only-for-recruitment direction). Red billing rows surface payment issues that need human follow-up.

EngagementBillingCodeNamePhoenix emailExt
⚫NC⚫3CX
canceledCBOULIANNEChantal Bouliannecboulianne@phoenixvoyages.ca204Open →
⚫NC⚫3CX
incomplete_expiredJLANOUETTEJulie Lanouettejlanouette@phoenixvoyages.ca207Open →
⚫NC⚫3CX
canceledPLAFRANCEPascal Lafranceplafrance@phoenixvoyages.ca208Open →
⚫NC⚫3CX
active · paidACAMERONAudrey Cameronacameron@phoenixvoyages.ca213Open →
⚫NC⚫3CX
active · paidAGUERTINAndre Guertinandre@phoenixvoyages.ca203Open →
⚫NC⚫3CX
active · paidARAJHATHYAndy Rajhathyarajhathy@phoenixvoyages.ca210Open →
⚫NC⚫3CX
active · paidCFOURNELLECatherine Fournellecfournelle@phoenixvoyages.ca209Open →
⚫NC⚫3CX
active · paidDBOULIANNEDenise Bouliannedboulianne@phoenixvoyages.ca205Open →
⚫NC⚫3CX
active · paidDHOFFMANDenise Hoffmandhoffman@phoenixvoyages.ca212Open →
⚫NC⚫3CX
active · paidHBABANIKOSHelen Babanikoshbabanikos@phoenixvoyages.ca202Open →
⚫NC⚫3CX
active · paidJSHERIDANJulie Sheridanjsheridan@phoenixvoyages.ca211Open →
⚫NC⚫3CX
active · paidKBACKSTROMKaren Backstromkbackstrom@phoenixvoyages.ca—Open →
⚫NC⚫3CX
active · paidMFILIONMelanie Filionmfilion@phoenixvoyages.ca215Open →
⚫NC⚫3CX
active · paidMPLANTEMarc Plantemplante@phoenixvoyages.ca214Open →
⚫NC⚫3CX
—RBOULIANNERichard Bouliannerboulianne@phoenixvoyages.ca—Open →
⚫NC⚫3CX
active · paidRSTOREYRandal Storeyrstorey@phoenixvoyages.ca206Open →