How do I create a new affiliate conversion for an investor?

Path: "Investors" > "Investors" > Selecting the Account

 

Creating an Affiliate
Steps:

  1. Navigate to the "Investors" section and select the relevant account by name.
  2. In the detailed view, you will find the "Affiliate" section on the right side.
  3. Click on the "Create Lead" field within the "Affiliate" section.
  4. Choose the affiliate of this lead who originally referred this lead, and save.

 

We hope this information has been helpful. If you have any further questions, please feel free to contact our support.

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