Page 11 - Thrive Business Process

CLIENT AUDIT PROCESS

THRIVE FINANCIAL LTD.

STEP 3

STEP 3
STEP 2 Change status on Pipedrive
of Audited to ‘’YES’’.
Cross check and populate
STEP 1 Ensure the Client’s GDrive link all information across the CRA,
has been added to the Application, SON and PD.
Automated task for Chris to move PD Deal.
the Application document from
the Adviser’s PD folder to the
client’s GDrive folder. 03 04

01 02 STEP STEP

STEP STEP