Have your Agency Owner send an email to leads@sfglife.com or submit a support ticket with the information below.
- Who originally had the lead?
- What is the lead level?
- When was the lead first assigned?
- Who is the lead being transferred to & why?
- Lead Order number.
- Whose credit card will be charged the $5 per lead transfer fee or $25 per order (what are the last 4 digits, THIS MUST BE A CARD THAT IS ALREADY ON FILE)?
- Were these app(s) entered as referrals?
- Has the status on this lead been changed from new lead?
*****Please attach a PDF copy of the lead to be transferred*****
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