Online Help

Managing Sales Profiles

Follow these steps to manage existing sales profiles:
  1. Choose
    Portfolios
    Manage Sales Profiles
    .
  2. If you want to narrow your search results, enter your search criteria in the
    Search sales profile
     box. You can search by either profile name or profile ID.
  3. To see more search results, use the pagination buttons at the bottom-left corner of the
    page
    page or screen
    screen
    .
  4. Click
    Click or tap
    Tap
     the sales profile that you wish to manage.
  5. To copy links for all plans,
    click
    click or tap
    tap
    Copy referral link for all plans.
    .
  6. To copy the link for all-in-one accounts, scroll down and
    click
    click or tap
    tap
    Copy referral link
     under the all-in-one column.
  7. To copy the link for payment gateway only accounts, scroll down and
    click
    click or tap
    tap
    Copy referral link
     under the payment gateway only column.