This document provides a step-by-step guide on how to assign a list of leads to downline or affiliate agents using either the Agency platform or the MyBiz platform. Following these instructions will ensure a smooth transfer of leads to the appropriate agents.

To assign leads to downline or affiliate agents, please follow the steps outlined below:

Begin by navigating to the leads page on either the Agency platform or the MyBiz platform.

On the leads page, locate the single checkbox on the left-hand side. Clicking this checkbox will select all the leads displayed on the current page.

After selecting the leads, click the "Transfer selected leads" button to initiate the transfer process.

A popup will appear, prompting you to select the agent to whom you wish to transfer the leads. Choose the appropriate agent from the list provided.

By following these steps, you can efficiently assign leads to your downline or affiliate agents, ensuring that your team can effectively manage and follow up on potential clients.