You are able to notify the affiliate agent assigned to the lead upon enrolling from lead to active client. This will alert the affiliate agent that their lead has signed up. To get started click Leads in the left hand menu and then select the lead you wish to convert to a client.
Once you select the lead you will see the green Convert To Client button.
After clicking Convert To Client a box will popup asking if you want to Notify the Affiliate Agent. Check the box and hit convert. The affiliate agent will be notified about the lead enrolling.
