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Converting Affiliates to Partners

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Bytimothy A
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Overview: 
The Converting Affiliates to Partners feature lets you change an affiliate into a partner within the system. This helps streamline relationship management and ensures accurate tracking of roles and responsibilities.

Follow these steps to convert affiliates to partners:

Step 1:  Hover over the Partners dropdown menu and click Affiliates to continue.
Step 1: Hover over the Partners dropdown menu and click Affiliates to continue.
Step 2: Next, you will be directed to the Affiliates section. 
Step 2: Next, you will be directed to the Affiliates section.
Step 3: Choose an Affiliate, then click the Open button.
Step 3: Choose an Affiliate, then click the Open button.
Step 4: You will then be taken to the Affiliate’s Overview section
Step 4: You will then be taken to the Affiliate’s Overview section
Step 5: Hover over and click the Convert to Partner button.
Step 5: Hover over and click the Convert to Partner button.
Step 6: A pop-up window will appear, asking you to confirm if you want to convert the selected affiliate to a partner or cancel the action.
Step 6: A pop-up window will appear, asking you to confirm if you want to convert the selected affiliate to a partner or cancel the action.
Step 7: Once you’ve decided, proceed by clicking the Confirm To Convert button.
Step 7: Once you've decided, proceed by clicking the Confirm To Convert button.
Step 8: You can now view your affiliate as a new partner.
Step 8: You can now view your affiliate as a new partner.

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