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upline_view_of_e-app

Upline View of e-App

If you have downline agents, you have the ability to view all of the activity of your downline agents on our e-App platform.

Log into SalesLink using IMO/upline number. Click on FG Prosperity Elite®.

After confirming the correct agent ID, click NEXT.

Once logged in, click on All Applications.

Click on the icon showing blue and green figures in the top left-hand corner, this is the “owner” icon.

Choose either “All Owners” to see all downline business, or select a specific agent name/agent code to see only that individual’s e-Apps.

A list will be presented of all e-App activity including saved or submitted applications.

Status Key:

Complete = All sections complete and application submitted to FGL

Form Entry = Data entry on application is not complete; Application is not signed or submitted

Signatures = Data entry on application is complete, and signatures have been requested but not completed; Application has not been submitted

Locked = Data entry on application is complete and the process of collecting signatures has been initiated but not completed; Application has not been submitted

upline_view_of_e-app.txt · Last modified: 2019/12/16 13:09 by bturner