Put an Agent's Account on Hold

Overview:

In this article, we will outline the steps to place an agent's account on hold, preventing them from submitting new marketing requests when necessary. Placing an account on hold temporarily restricts the agent from making additional marketing requests until the hold is lifted. This measure helps ensure outstanding balances are resolved before incurring further marketing expenses. 

• Commonly used if an agent has accrued a high outstanding Accounts Receivable (A/R) balance

Important to Know: Holds must be applied and removed manually; they are not tied to balance thresholds.

Please find the available resource below.

Quick Reference:

Link to Full Step-by-Step Guide