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Approval Step in the Sales Process

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Introduction

This documentation details the steps involved in the approval process once a transaction has been submitted by a sales agent for KYC and credit checks. Through the Pulse web platform, call operators review the transaction details, customer information, and supporting documents. Based on their assessment, the operator will either approve or reject the transaction, determining whether the customer is eligible to proceed with purchasing the selected product. This approval step is crucial in ensuring that the customer meets all financial and regulatory criteria before moving forward.

Description

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

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