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How to Set up the KYC Statuses?

Published: 2025-11-13 10:53:50

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General CRM

How to Set up the KYC Statuses?

IN THE CRM

1. Go to "Setup" in the left menu.

2. Find the "KYC" tab and press on "Statuses" .

3. There you will be able to find "Statuses", edit or delete them and create "Add New Status KYC".

You may also find this article useful for you: How To Find KYC Identification In The CRM?

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