The SUPER-AGENT Client module in Portfolio Overview module allows the SUPER-AGENT to:

• Filter by Type: Lead or Policyholder
  
• Filter by Origin (KYC, Quiz, Self-register...)
  
• Filter by allocated ACCOUNT MANAGER(S)
  

The SUPER-AGENT can also create a new client like a normal ACCOUNT MANAGER then allocate it to an AM.
In this section we will highlight the main differences and added tools available to SA.​

Click on a Client/Lead's name or username or email and the system will bring up its 360 view.
Go to tab "Account Manager" where you can use the action button [+ Allocate client] to see the list of available ACCOUNT MANAGERS in your group.

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Select one or many AMs that you want to allocate this particular client/lead to.
Then use the action button [Allocate] to complete the allocation of the client/lead.