Scatter Plot Of Book Level Exceptions

1. All exceptions are outside the blue background

2. You can switch to Accounts, Households or Prospects

3. Hover on it to see a summary and then click on it.

4. Go to the Compliance Notes tab

5. Select an action

6. Optionally type a note

7. Tag a team member with @Name

8. Hit Save. If a team member is tagged in a note they will be notified of it by email.

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