Skip to main content

Servicing Status

Transparency with Servicing

Alex Cornwell avatar
Written by Alex Cornwell
Updated over a year ago

Servicing Status: Improve visibility of the current service status we have moved the status into the lead profile and sales pipeline.

Sales will now be able to see the service status for clients who are enrolled. The "Service Status" will be available after enrollment and can help the sales team determine if the client needs to be re-enrolled or qualifies for re-enrollment.

In the example below, the re-enroll button has been pushed and the servicing status immediately updates to "cancelled by sales" The service status is now also found in the Sales Pipeline.

Did this answer your question?