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Setting up Global Links

As an agency you can set up some global links that all of your downlines can use. These links can be URLs, emails, or phone numbers. Some common use cases would be broker support numbers, enrollments urls, or training sites. Follow the steps below to set some up

  1. From the agency platform, go to your 'Agency Settings' page.

  2. Find and click the 'Custom Links' tab.

  3. Find and click the + symbol at the top right.

  4. The new link modal will pop up and you can begin to insert information.

  5. Make sure to select 'Global' as the link scope if you want all your downlines to be able to use this link.