This document provides a step-by-step guide on how to transfer leads to downline or affiliate agents using either the Agency platform or the MyBiz platform. This process is essential for effective lead management and ensuring that leads are directed to the appropriate agents for follow-up.

To successfully transfer leads, follow the steps outlined below:

1. Access the lead you wish to transfer by clicking on the name of the lead.

2. Locate the "Reassign" button and click on it to initiate the transfer process.

3. A popup will appear. Select the agent to whom you want to send the lead from the options provided in the popup.

By following these steps, you can efficiently manage your leads and ensure they are assigned to the right agents within your organization.