CP- Transfer & Change Priority

Modified on Wed, 9 Aug, 2023 at 4:27 PM

You will get a quick snapshot of:

1. Channel Partner- Transfer

CP dashboard allows you to transfer the Channel Partner from 1 agent to another. Additionally, you can also transfer multiple CP at once.

I. Log in to the Channel Partner dashboard (https://dashboard.anarock.com/channel-partners/).

–Or–

Alternatively, you can log in to the Anarock dashboard (https://dashboard.anarock.com/). Click on the top right hamburger menu & navigate to the ‘Channel Partners’.

II. Select the project from the dropdown present at the top right corner.

Note: CP Transfer only works on a project level. It will not work if you have selected multiple projects.

III. To transfer the CP, click on the ‘Transfer’ option present above the CP Card.

IV. Select the CPs that you want to transfer to other agents.

V. After selecting the CP, click on the ‘Transfer Now’ button present at the bottom.

VI. A pop-up with multiple dropdowns will appear. From the dropdowns, choose the agents, & the reason behind the transfer, & then click on the ‘Transfer’ button.

Please Note:

CP can not be transferred from the CP Sourcing app.
Only TL can transfer the CP to other agents from CP Dashboard.
More than 1 CP can be transferred to one or more agents. In the case of multiple CPs & agents, the CPs will be transferred equally to all the selected agents on a random basis.

2. Channel Partner- Change Priority

Similar to CP Transfer, you can change the priorities of 1 or more Channel Partners at once. It is one of the most crucial functionalities in the entire CP dashboard. It can be used for commissions, incentives, expectations, capabilities, & so on.

I. To change the CP priority, click on the ‘Change Priority’ option present above the CP Card.

II. Select 1 or multiple CPs to change the priority.

III. After selecting the CP, click on the ‘Change Priority’ button present at the bottom.

IV. A pop-up having the fields for Priority Rating, Priority Access, & Notes will appear. Select the new priority rating, choose whether to change the priority across a single project or all projects, & add a note.

V. After filling in all the fields, click on the ‘Change Priority’ button to update the Priority rating for the Channel Partners.

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