Approving purchase requests from your team
How a team leader approves and pays for an order an agent asked for, or declines it with a note, from the Manage Team page.
3 min read
Before you start
- A group you lead, so the Team section shows in your left sidebar
- A saved card on your account
Tip
Save a card on the Billing & Balance page before you approve, since approving pays with a saved card.
An agent on your team can ask you to pay for a Premier order instead of paying for it themselves. This article covers where those requests appear and how to approve or decline one.
Where requests appear
Open Manage Team. When an agent in any group you lead, or in a group beneath one, is waiting on you, a Purchase requests section appears at the top of the page with a count beside its heading. Each request shows the agent's name, the number of leads, the lead type, the language, how many states, the date it was asked and the date it expires, and the total at today's price. When nothing is waiting, the section does not appear.
Approving and paying
Step 1. Click Approve and pay
On the request, click Approve and pay. A window opens with the leads, the price per lead and the total.
Step 2. Choose a card
Under Payment Method, pick one of your saved cards. To add one, go to the Billing & Balance page first. See Managing payment methods.
Step 3. Confirm
Click Approve and pay in the window. Your card is charged and the order is placed for the agent. If your bank asks you to confirm the payment, follow its prompt. A message confirms the order was placed, the request leaves the list, and the agent is notified.
The order belongs to the agent. The leads go to the delivery methods they chose, and it appears on their Orders page. Your card pays and the receipt is yours.
Declining
Click Decline on the request. You can write a note to the agent of up to 500 characters, then click Decline request. The agent is notified with your note. Nothing is charged and no order is created.
Frequently asked questions
The window says the price changed
The total is always today's price. If the price moved after the list loaded, the approval is stopped before anything is charged and the list refreshes with the new total. Review it and approve again.
It says the request was already handled
Another leader above the agent approved or declined it first, or it expired. The list refreshes to show what is still waiting.
My card was declined
The request goes back to the list and nothing is charged. Choose a different card and approve again, or decline the request.
How long do I have?
A request expires seven days after the agent sends it. An expired request leaves the list, nothing is charged, and the agent can send a new one.
Can I change what the agent asked for?
No. Approve it as asked, or decline it with a note saying what you would approve, and the agent can send a new request.