-Don’t Send this link to any client or external agent.
– Before filling the PowerForm to send the KYC to your client you MUST know the DEAL ID of your transaction. To know the DEAL ID you should go to Active Campaign. THE DEAL MUST BE REGISTERED.
– If you know your Deal ID you are ready to send the KYC:
– If you have more than one client per Deal, use the same DEAL ID, and don’t forget to add all the contacts to the Deal in ActiveCampaign
-THE DEAL ID and your signature will be required: