My Network
Find City, ST, then draw search area. Then add to your network, and plan a trip.
| Name | Firm | AUM | Title | City | State | My Rank | # In Network | Actions |
|---|
My Trips
Each trip is a named, dated call list snapshot of your My Network + Prospects, with its own per-person call status, notes, and follow-up date. Start a new one from the "Plan Trip" button on the My Network tab.
| Name | Dates | # People | Created | Actions |
|---|
Invite a colleague
Know another wholesaler, TPA, advisor, or consultant 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.
Admin portal
Every account on the platform. Adjust a plan or admin access, then save that row. This tab is only visible to accounts with admin access.
| Name | Recovery Email | Company | Roles | Territory | Contacts | Itinerary | Plan | Admin | Joined | Actions |
|---|
Bulk upload contacts (CSV)
Works with BrightScope market intelligence exports, Salesforce contact/account exports, or any CSV of advisors, consultants, 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.
Email Templates
Customize the two 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}}.