Learn here about the request statuses
How to get there
- Access Partners from the toolbar
Only the administrators or owners of a consultancy account will be able to block or unblock an account.
Blocking a client or prospect
- From your Dashboard, select the client you want to block
- Open the three-dot menu (⋮)
- Click Block account
- Confirm the action
Unblocking a client or prospect
- From your Dashboard, select the client you want to block
- Open the three-dot menu (⋮)
- Click Unblock account
- Confirm the action