Request to delete Lead ID

Request to delete Lead ID

Checks:

NA


Resolution:

  • Kindly connect to OI Team for the same.


    • Related Articles

    • Lead Transfer issue

      Checks: Check in lead tracker whether the ID is Activated or not. If NO, then refer “Resolution 1” If YES, then refer “Resolution 2” Resolution 1: Please connect to OI team as Lead transfer is done by them Resolution 2: Please raise a Group Change ...

    • Request for Deleting an entry (Activation Delete)

      Checks: Verify whether ID is in lead tracker/Report Tracker: Check in Eaccount lead tracker if he ID is in activation team queue or Insta If the status shows as pending in activation team queue or pending for verification, connect with activation ...

    • Request for Deleting an entry (DIY Process)

      Checks: Verify whether ID is created using the DIY Process by following below steps: Check in the lead tracker the stage of the ID If the ID is not Visible in the Edit tab of Eaccount Portal means the ID is created using the New Iserve.Kyc link i.e. ...

    • Request for Deleting an entry (Old Process)

      Checks: Verify whether ID is created using the Old Process by following below steps: Check the RM code form the lead tracker If the ID is Visible in the Edit tab of Eaccount Portal means the ID is created using the Eaccount(Old Link) (Iserve.Kyc link ...

    • Client is getting message as trial id and demo id

      Checks: To Check whether client is employee of IIFL Resolution: If Client is Employee of IIFL then client should give declaration to IIFL for trading.