| Name | Firm | AUM | Last Contact |
|---|
| Name | Dates | # People | Created | Actions |
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Invite a colleague
Know another wholesaler, TPA, or advisor who should be on 401Turf? Send them an invite.
Grow your network
Search by name, or an exact email, to find other wholesalers on the platform.
Upload a spreadsheet
Any CSV of advisors or wholesalers works, imported into your contact list -- you'll map columns in the next step. New to this? .
My Lists
Batches you've uploaded. Deleting one removes those contacts from your account (anyone already added to My Network/Prospects/Trips stays untouched there).
| Name | Contacts | Uploaded | Actions |
|---|
Shared With Me
Lists shared with you. Accepting copies the contacts into your own account as a new, independent list.
| List | Contacts | Shared By | Note | Actions |
|---|
All accounts
Every account on the platform. Adjust a plan or admin access, then save that row.
| Name | Company | Roles | Territory | Connections | Contacts | Itinerary | Trips (Shared/Total) | Plan | Admin | Joined | Last Login | Actions |
|---|
Bulk upload contacts (CSV)
Works with BrightScope market intelligence exports, Salesforce contact/account exports, or any CSV of advisors or wholesalers. Choose "Master Directory" to add advisors everyone can see (each wholesaler's own territory still controls which of them they're shown), or pick a specific account for a private, personal book of business. Same column mapper either way.
Bulk Invite
Curate a batch of people to invite to 401Turf, then send them all a join link at once. Pull names/emails from one of your own My Lists, upload a fresh spreadsheet, or both -- review the batch below and uncheck anyone you don't want to send to before sending.
-- or --
| Name | Source | Status |
|---|
Nothing in the batch yet -- add people from a list or a CSV upload above.
Email Templates
Customize the automated emails 401Turf sends. Anything in double curly braces (like {{trip_name}}) is filled in automatically when an email actually goes out -- leave those tokens as-is, just rearrange or rewrite the surrounding text.
Invite a colleague
Sent from join@401turf.com when someone sends an invite from My Connections. Available tokens: {{inviter_name}}, {{invite_link}}.
Trip shared with you
Sent from plans@401turf.com when someone shares a trip from the Trips tab. Available tokens: {{owner_name}}, {{recipient_name}}, {{trip_name}}, {{note_block}} (an optional note paragraph, blank if none was left), {{app_link}}.
Trip shared with a non-member
Sent from join@401turf.com when someone shares a trip with an email address that isn't a 401Turf member yet. Available tokens: {{inviter_name}}, {{trip_name}}, {{invite_link}} (their personal join link -- includes the inviter's referral code, and the shared trip attaches to their account automatically once they sign up).
Feedback submitted
Sent from feedback@401turf.com to Brian whenever someone submits the Feedback form on My Network. Available tokens: {{category}}, {{sender_name}}, {{sender_email}}, {{message}}.
Connection request
Sent from connect@401turf.com when someone clicks Connect (or Send again) on another member's card in My Connections. Available tokens: {{requester_name}}, {{recipient_name}}, {{app_link}}.
Direct message
Sent from messages@401turf.com when someone sends a Direct Message and the recipient isn't currently online in the app (see Messaging). Available tokens: {{sender_name}}, {{message_preview}}, {{app_link}}.
Feedback
Bug reports, feature requests, enhancements, and general notes submitted from the Feedback button on My Network. Newest first.
| Category | Message | From | Submitted |
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