User Manual 2.2
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3.6.1.1. Approve - Send Application Package

Selecting this option from the Potential Applicant Review Decision field will either send the email template, 01A - Potential Applicant - Send Application Package, or create the task Application Package for Client Name based on the value set in Preferred Communication Type.
 
The following fields will be updated once the email is sent or the task is completed:
3.6.1.1. Approve - Send Application Package
1

Stage

1. Stage
Will change Stage to Applicant.
2

Status

2. Status
Will change Status to Pending Completed Application Package.
3

Potential Applicant End Date

3. Potential Applicant End Date
Will enter the current date.
4

Application Package Sent

4. Application Package Sent
Will enter the current date.