- If a customer completes their assessment, their record will go into the Complete tab of the Report section of your Advisor dashboard and you will receive an email notification.
- If a customer just access the online experience without completing it you will not receive a notification, however you can see the record of their access/assessment in the Incomplete tab of the Report section of your Advisor dashboard assuming they have provided their name and e-mail address.
Will I get a notification once a lead or a client completes the assessment? Will I get a notification if they don't complete the assessment?
