Request to close an account

Submit a request to close an account

First, find the client's CRM Contact Record page by searching contact name in the search bar.

From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Account Administration. 

From there, you can select Special Handling and proceed to specify the details of the request via the right sidebar pop-up.

Step 1:

• Select Close Account 

Step 2:

• Select the Account you want to close 

Step 3:

• Select Submit. You can now track your ticket.