How to check the status of an invitation
Description

After inviting a client, you can check whether they've accepted the invitation.

Cause
Resolution
  1. Find your client in the client list.
    Screenshot of the client list.
  2. Open the client's record.
  3. Click the Products tab.
  4. From Subscription actions, select View invited clients.

Clients that have accepted an invitation appear on the Invited client's tab. Clients yet to accept will show on the Pending tab.


 TIP: You can resend an invitation from the Pending tab.
 

Screenshot showing invited clients.

Steps to duplicate
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