Assigning applicants

An applicant is either assigned to someone, who is responsible for working them, or unassigned in the agency pool where nobody is working them. Clear the pool regularly.

Assign applicants to someoneCopy Anchor Link

1. Tick the applicants you want to hand out.
2. Pick the person from Assign to... in the bar above the table.
3. Click assign.

You can assign to yourself or to anyone in your downline. If you don't see the assignment controls, you're working your own applicants and there's nobody below you to assign to.

Reassign someone else's applicantCopy Anchor Link

Same steps. Tick them, pick a different person, assign. Their history goes with them, so whoever takes over can see every call and interview that already happened.

Find the unassigned onesCopy Anchor Link

Applicants end up in the agency pool when nobody was named for them:

• an upload left on Unassigned
• a questionnaire order sent to the agency instead of to a person
• an application that came in without a personal link identifying an agent

Nothing in the pool gets worked until you assign it out.