This feature is intended to be used for a “master” agency using MVP who has a “sub-agency”, who also uses MVP, that are needing households (leads, prospects, or customers) transferred to them.
Ex: A district office with an MVP account purchasing leads for an agent with their own MVP account. The district office will then be able to disburse the leads they are purchasing for their agents directly to their agent’s MVP account.
How a master agency invites a sub-agency:
In the Sub-Agencies section you will enter in the email of the account owner of the sub-agency you are wanting to invite to your account, then click Invite Sub-Agency.
The owner of the sub-agency will then receive an email invitation to link their account to a master account.
Once the sub-agency owner accepts the invitation and links the account, the master agency owner will receive an email confirming the acceptance to be a sub-agency under the master account.
Once the invitation has been accepted, the sub agency will appear in the Sub-Agencies section.
If you wish to remove an agency you have previously added as a "sub-agency" just click the Remove button, and your agency will unlink itself.
How to distribute leads manually from a master agency to a sub-agency:
From any call view page, check the boxes to select the households you want to assign to a sub-agency.
Click the Transfer to Sub-Agency option