Selecting this option from the Potential Applicant Review Decision field will also require you to fill in the field Status Notes. These notes will be included in the email that gets sent to the potential applicant. Once you save the record Client Tracker will either send the email template, 01D - Potential Applicant - Declined, or create the task Declined 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:
