Journey for Accessing Sales Pipeline

• Login to your Agent Account
• Click on my sales pipeline on side menu bar
• You will be able to see all of your sales details like Status, Cover details and Receipt Upload in the page

Journey for Review and Payment

• Get your quote with the required dates and providers
• Fill up all the required details of the client
• Once you have filled up the details with the Referral Code (Filled), press next and don’t go through with the payment
• Once you are in the checkout page, note that all the clients’ details have been saved and visible from your sales pipeline page
• Now you will be able to review the details of your clients and make payment later in the future

Journey for Upload Receipt

• Go in your agent account
• Go to sales pipeline on the left side menu bar
• You will be able to see upload payment proof button under the payment status
• Upload your receipt (Supported Files: JPG, PNG, PDF, JPEG)
• Once uploaded you will be able to see your uploaded file in the payment status page as uploaded file
• You can view and replace your file with the same upload payment