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upline_view_of_e-app [2017/09/11 09:30] bturner created |
upline_view_of_e-app [2017/09/27 10:39] bturner |
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Log into SalesLink using IMO/upline number. Click on FG Life Series Online Applications: | Log into SalesLink using IMO/upline number. Click on FG Life Series Online Applications: | ||
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After confirming the correct agent ID, click NEXT: | After confirming the correct agent ID, click NEXT: | ||
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Once logged in, click on All Applications: | Once logged in, click on All Applications: | ||
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Click on the icon showing blue and green figures in the top left-hand corner, this is the “owner” icon: | Click on the icon showing blue and green figures in the top left-hand corner, this is the “owner” icon: | ||
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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 (covered in the sample below): | 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 (covered in the sample below): | ||
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A list will be presented of all e-App activity including saved or submitted applications (details covered in the sample below): | A list will be presented of all e-App activity including saved or submitted applications (details covered in the sample below): | ||
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**Status Key:\\ \\ | **Status Key:\\ \\ |