How many business days do we allot to request a Move of Business Center?
5 Business Days
Who can request a Change of Sponsorship outside of 5 business days?
The account holder or the sponsor
To update a mistype of SSN
To update the First or Last Name
A member places a member on the inner left leg and wants to move them to the outer left leg on the 7th business day. Can we do so?
No, a form would be required and sent to MS for review.
The enrollment date, to see if it is within 5 business days.
Who is able to request a 'Change of Name'?
Only the account holder.
Where can you find downline in Exigo?
'Login to backoffice' and then 'Organization' 'Binary Tree Viewer'
or
'Binary Grid'
A member says they don't like their sponsors shoes and wishes to change. Is this a valid reason outside of 5 business days?
No.
When changing the phone number or web alias is a 'Change of Name' form required?
No, as they can change this in the back office as long as you have proper verification you can proceed with the changes.
If there is a downline within 5 business days, what are the steps.
Check with a Team Lead
A member requests a Change of Sponsorship outside of 5 business days, do we send them a PDF form?
No, we would send them the COS link in Gladly.
A member mistyped their name as Whinney and would like to change it to Whitney within 5 business days, can we can update it without a form?
Yes, no form is required within 5 BD for a misspelling.
When a move outside of 5 business days is completed, who completes the move and who charges the fee?
We will be actioned to complete the move.
Member Success or the Team Lead will complete the payment.
A member wants to change sponsors to a sponsor from another tree, is a move required?
Yes, a move would always be required.
A member wants to change the name on the account to their spouse, is the considered a 'Change of Name'?
No, this is considered a 'Transfer of Business Center'.