Approval Step in the Sales Process

Introduction

This documentation outlines a new feature in Pulse that enhances the sales process by introducing an approval step. Sales agents can now submit customer transactions for a KYC and credit check, allowing for more efficient verification of customer details and financial viability.

The process involves two key roles: the sales agent, who records and submits customer information and transaction details through the sales agent app, and the call operator, who reviews the submission on the Pulse web platform. Based on the information provided, the call operator can either approve or reject the transaction, ensuring the customer meets the necessary criteria to proceed.

Description

Let’s now look in details how this is performed: