Changing Placement/Sponsor
- Make sure that the new sponsor is in the Enroller's Unilevel Tree; Enrollers cannot place a new member outside of their organization
- Search for the member to be moved
- Click on "Unilevel Tree" once in his or her account
- Click on "Move" at the top of the Unilevel Tree pane
- Enter the customer ID of the new sponsor, and verify the name once it pops up
- Enter the reason for the move, and click "OK".
- Notate the change of placement and reason for placement. Make sure to charge the customer $50 if this is not the first move completed by customer service.
Changing Enroller
- Make sure that the new Enroller is in the Enroller's Unilevel Tree; Enrollers cannot place a new member outside of their organization
- Search for the member to be moved
- Click on "Enroller Tree" once in his or her account
- Click on "Move" at the top of the Enroller Tree pane
- Enter the customer ID of the new Enroller, and verify the name once it pops up
- Enter the reason for the move, and click "OK".
- Notate
the change of enrollment and reason for change of Enroller.