Help for Future Legacy MGMT
How each area works, and the common tasks step by step.
Clients
One profile per client: current club, responsible agent, ongoing deals, contracts and key dates. Adding a client copies their country's checklist onto the profile.
How to: Add a client
- Open Clients.
- Select Add client.
- Fill in name, date of birth, nationality and position.
- Save. The profile opens with the country's checklist.
How to: Assign the responsible agent
- Open the client's profile.
- Choose the responsible agent and who recruited the client.
- Save.
Clubs
Clubs with their country, language and contact people. The country decides which checklist and contract templates apply.
How to: Add a club
- Open Clubs.
- Select Add club.
- Enter the name, country and language.
- Add the contact people you deal with, then save.
Brands
One page per brand: who to talk to there, the clients with a deal with it, those deals, and when clients are reminded to invoice it. Older deals with a typed brand name are matched to the brand by name.
How to: Add a brand
- Open Brands.
- Select Add brand.
- Enter the brand name and its contact people, then select Save brand.
How to: Set when a brand is invoiced
- Open Brands and choose the brand.
- Under Invoice reminder, select Add.
- Choose each month and its share, then select Save invoice reminder.
Deals
Club, sponsor and agency deals. Each holds the total value, Future Legacy MGMT's fee, the club and client services split and the payment plan.
How to: Record a deal
- Open Deals.
- Select Add deal and choose the client and the type.
- Enter value, currency, fee and the services split.
- Add the payment plan's instalments, then save.
Contracts
Every contract with its signing status, expiry and option dates. A signed contract stays signed: it cannot be deleted or have its document changed.
How to: File an incoming contract
- Open Contracts.
- Choose to file an incoming contract.
- Attach the document and link the client and deal.
- Check the dates and terms, then save.
How to: Create a contract from a template
- Open Contracts.
- Choose to create one from a template.
- Pick the client, deal and the country's template.
- Review the filled-in text, then save.
Calendar
The team's shared calendar. Private time shows only as busy. Log calls, emails and notes to keep the last contact per client or club.
How to: Book a meeting
- Open Calendar.
- Select Add meeting.
- Set the time, the client or club and who to invite.
- Save, then send the invites.
Invoices
Invoices to clubs, clients and sponsors, from draft through approval to Fortnox, and what is paid or overdue.
How to: Approve and send an invoice
- Open Invoices.
- Find the draft and check amount, recipient and due date.
- Approve it.
- Send it to Fortnox.
How to: Mark an invoice paid
- Open Invoices.
- Find the invoice.
- Mark it as paid.
Agents
Future Legacy MGMT's agents and external agencies, with each one's revenue split and its history. Only an admin changes a split.
How to: Add an agent
- Open Agents.
- Select Add agent.
- Enter name, email and split, and whether it is an external agency.
- Save.
Reports
Agent reports and company revenue for a period you choose.
How to: Produce an agent report
- Open Reports.
- Choose the agent and the period.
- Review the figures and export the report.
Country rules
The checklist and contract templates for each country. New clients, deals and contracts in that country get them automatically. Admins edit them.
How to: Set up a country
- Open Country rules.
- Add the country and its language.
- List the checklist items.
- Attach the contract templates, then save.
Social
The logo, the design rules, and templates for social posts and video.
How to: Use a template
- Open Social.
- Pick a social or video template.
- Download it and fill in your content.
Previous Deals
Contracts you signed with clients before 1 November 2026, with the commission per year and what is still to be invoiced. Only you see them, here and on the client's page; they are never part of Reports or Invoices.
How to: Add a previous deal
- Open Previous Deals.
- Select Add previous deal.
- Choose the client, the signing date and the currency, and upload the signed contract.
- Add each commission payment with its due date, then select Save previous deal.