Credit Guide changes.
The ‘Send Credit Guide’ function has been removed from the dropdown options under the contact.
Why have we removed this?
We’ve made this change for a couple of reasons.
- The ‘Send Credit Guide’ is no longer up to date and has presented issues with sending to both clients
- The ability to send a stand alone Credit Guide exists within the Hello Pack modal. We’ve simplified this by removing this duplication.
How do I send my client a Credit Guide?
You can send a Credit Guide (standalone or as part of an Online Fact Find) via the Hello Pack modal.
Contact your Broker Success Manager.