How can I transfer credits to another branch?

To transfer credits, navigate to the Agency Performance section. Locate the Branch Credits Breakdown table, which appears when "Credits Spent" is selected on the overview chart.

1PR.png

Click the Transfer Credits button located just below the chart to open the transfer modal.

2PR.png

In the modal, select the Source Agency (where credits are coming from) and the Destination Agency (where credits are going). Enter the number of credits you wish to move. 

3PR.png

Once the details are confirmed, click the Transfer button. A success message will appear and available credits for both branches will be updated to reflect your selection.

Was this article helpful?

0 out of 0 found this helpful