Jul 05, 2023
100
First ensure the agent is not SGD then follow the below steps:
- Move their status to “Disqualified - agent request”.
- Please note this will also trigger an email to them, confirming removal and advising them a referral fee would still be due in the case they close one of our existing referrals in the future.
- Log activity as to why the request was made.
If the agent is SGD DO NOT move to disqualified. Submit a ticket for request to cancel