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upline_view_of_e-app [2017/09/27 10:39]
bturner
upline_view_of_e-app [2020/12/21 08:52]
bturner
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 **If you have downline agents, you have the ability to view all of the activity of your downline agents on our e-App platform.** **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 Life Series Online Applications:​+Log into SalesLink using IMO/upline number. Click on F&G Annuity e-App.
  
  
 +After confirming the correct agent ID, click NEXT.
  
-After confirming the correct agent ID, click NEXT: 
  
 +Once logged in, click on All Applications.
  
  
-Once logged ​in, click on All Applications:​+Click on the icon showing blue and green figures ​in the top left-hand cornerthis 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.
  
-Click on the icon showing blue and green figures in the top left-hand corner, this is the “owner” icon: 
  
- +A list will be presented of all e-App activity including saved or submitted applications.
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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): +
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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):+
  
  
upline_view_of_e-app.txt · Last modified: 2020/12/21 08:52 by bturner