In this article you will learn how to reject a trust request.
NOTE Trust requests are currently being piloted for New Zealand customers only. If you want to be considered for the pilot, please contact Actionstep support. |
If you are an approver on a trust request that is no longer going ahead (ie The sale has fallen through and not proceeding.) You will need to reject the trust request.
- Firstly it is best to add some information regarding the rejection to the activity log.
- Then scroll back up to the top of the page and click on the reject button.
- It is best to assign the rejected transaction back to the requestor just so that they are aware.
Video Demonstration
Click here to learn more about how to reject a request.
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