Approval Hub
Everything that needs your tap — and your secrets — in one locked-down place. Sign in to continue.
or
Everything that needs your tap — and your secrets — in one locked-down place. Sign in to continue.
HOUSEHOLDS are the basis from which OPPORTUNITIES are created here and moved through ENGAGE. HOUSEHOLDS or ACCOUNTS are the basis from which TICKETS are created here and moved through SERVE.
Matches household name, primary contact name or household id. No match means not found by that text — not that the household is absent from the book.
Matches household name, primary contact name or household id. No match means not found by that text — not that the household is absent from the book.
Runs the OPPORTUNITY workflows created in BoB. ACCOUNTS are the basis from which CASES are created here and moved through SOLVE.
Matches household name, primary contact name or household id. No match means not found by that text — not that the household is absent from the book.
Campaign and content engagement against opportunities in this pipeline.
builds upon · C3 from ProDashXOutbound prospecting against opportunities in this pipeline.
builds upon · ProZoneRuns the CASE workflows created in ENGAGE from ACCOUNTS.
CASE is specified and not yet built — no `cases`
collection exists today. Ruled account-keyed on tM#3902.
The case's path through the retirement sales process.
builds upon · RSPNew business for annuity cases.
builds upon · QUE_ANNUITYNew business for life cases.
builds upon · QUE_LIFENew business for RIA cases.
pipeline · NBX_INVESTMENTS (inferred) · no queue appRuns the TICKET workflow. Tickets are created in BoB
from a HOUSEHOLD or an ACCOUNT — not created here.
TICKET is specified and not yet built — no `tickets`
collection exists today. SERVE's live pipeline is REACTIVE_RETIREMENT.
Inbound service work against tickets raised on a household or an account.
builds upon · TAG Retirement BoBHome is always first, then up to 5 more. Use the arrows to change the order. Choose which apps ride in the tray with the Tray switches under Apps on your Home.
Home: turning one off only hides it from your own Home; it does not change what you can open. Tray: puts the app in your bottom bar, up to 5 besides Home.