Reps can be moved to a different Sponsor or Placement via the Freedom BackOffice. A Rep may need to be moved for a number of reason, such as placement correction, cancelled sponsor or upline, etc.
Please note that bonus calculates against the genealogy at the time it is executed and not against any historical structures, therefore it is important to be sure about the timing of these changes for any bonus runs that have not yet been completed.
- In the Freedom BackOffice, navigate to the Rep that will be moved
- On the top left menu of the Rep Dashboard, go to Administration > Change Links
- On the Change Links page for the Rep, you will be presented with the Rep's current information and placement.
- Determine if the Rep will be moved to a different Sponsor, Placement, or both, and enter the new Sponsor's and/or Upline's Rep # into the Sponsor and/or Placement fields
In the Quick Research box, you can look up the Rep that will be the new Sponsor and/or Upline by entering the Rep # and clicking Research.
- Check Send Enroll change auto responder to Representative and/or Send Sponsor change auto responder to Sponsor to send an AutoResponder to the Rep and/or Sponsor
- Select Save
- On the Confirmation page, you will be presented with the Original and New values for the Rep's Sponsor and Placement. Confirm that the changes to be made are correct
- Select Confirm to make the changes, or Cancel to return to the Change Links page
Following these steps will result in successfully moving a Rep to a different Sponsor and/or Placement in the genealogy.