5.2 — Set KYC Status to Pending
📍 WHERE TO FIND IT
Sales ▸ Contacts ▸ [Customer] ▸ KYC Status field
✅ WHAT TO DO
Once complete, change KYC Status to 'Pending' to notify the Compliance team.
- Change KYC Status from 'Draft' → 'Pending'
- Save the record (top-left Save button or Ctrl+S)
- This triggers an automatic alert to Compliance
- The agent's responsibility ends here — Compliance takes over
💡 TIP
Do NOT set to Pending until ALL documents are uploaded. An incomplete Pending submission is worse than keeping it in Draft.
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