Simply Manage Client Approvals
The approval section will become one of your favourite tabs on BNK Connect, as it is your library of confirmed client services, including new programs. Each approval is not only confirmation of incoming revenue but also a satisfied client!
With the growth of your business and client base, you need a quick reminder of exactly what the client was offered. Simply click Action and then select ‘Details’ to see what was approved (under ‘Sent Approvals’) and the timeline of actions taken under ‘Approval History’.
There is also a section of the Approval page labelled ‘Received Approvals’, where you will find notifications of any incoming products from Service Providers you choose to work with.
We have also included a filter to help you focus on products you have sent out that are still Pending or have been Rejected. This is pivotal for following up with your clients to see how you can turn their ‘no’ into a ‘yes’!
