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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