browse

Lumiant will send emails to clients on your behalf when you trigger surveys, assign tasks etc. Below is an inventory of our email communication.

 

Send Your Life survey via email to client

Your_Life_Survey.png

 

 

Send Investment Preferences survey via email to client

Inv_Pref_Survey.png

 

 

Send invite to register to the platform to client

Set_your_password.png

 

 

Assign a new task to the client

New_Task.png

 

A Task is updated (including completed).

Task_updated.png

 

A Task is removed

Task_removed.png

Previous
Next
4404800899353

Comments

0 comments

Please sign in to leave a comment.

Was this article helpful?

0 out of 0 found this helpful
Powered by Zendesk