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EstateGuru-Beta
1 VOTE
Created by Guest
Created on Nov 5, 2024

Tech Escalation : Invitation Accepted Not appearing on Advisor Dashboard

I believe when an advisor sends the self service link and the end user sets up an account, the advisor dashboard doesn't indicate that the invitation was accepted.Can this please be fixed?



Heather Amey Just gathering more information to assist tech team. Are you referring to this part of the advisor's account? OR this section on the client's dashboard?



Darleen Loch The 2 invited (first screenshot)

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