Once a client logs in and sees the dashboard promotion you have stipulated, if they click on the Review Now button in the box, they will be prompted:
1.Financial Review: choosing the assistance required by your firm from the list of services and putting a tick in the box and Send Request.
Pension Review: Reviewing your pension amounts within your portal, adding,editing or deleting what is necessary and clicking Next.
Maybe later takes your client back to their dashboard and Review please sends you an email to contact the client to assist.
Debt Review: Reviewing your debt amounts within your portal, adding,editing or deleting what is necessary and clicking Next.
Maybe later takes your client back to their dashboard and Review please sends you an email to contact the client to assist.
