Path: "Investors" > "Investors" > Selecting the Account
Creating an Affiliate
Steps:
- Navigate to the "Investors" section and select the relevant account by name.
- In the detailed view, you will find the "Affiliate" section on the right side.
- Click on the "Create Lead" field within the "Affiliate" section.
- Choose the affiliate of this lead who originally referred this lead, and save.
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