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A variety of configuration options are available to log whether an applicant has given permission to be contacted by Financial Services (FS) and whether they have booked a Financial Services appointment
AgencyCloud Financial Services reporting on applicants can also be set-up to allow Financial Services reporting to be carried out for applicants
To enable any of the configuration options outlined on this page, click here to contact Reapit Support
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How an applicant's Financial Services status can be logged and reported on AgencyCloud |