Introducing your dashboard, a new view that centralizes all of your tools into one hub. Our goal with this change is to make it easier to access your tools, saving you time online so you can focus on building relationships with your Emissary advisors.

 

How to Review, Accept, and Reject Emissary Candidates

 

1. Login to Emissary Exchange.

 

2. Click Emissaries to see all Emissary candidates your organization is responsible for reviewing.

 

3. To only see the Emissary candidates you’re responsible for approving, select Me from the Action By dropdown.

 

4. To only see Emissary candidates for a specific team, select the appropriate team from the Teams dropdown.

 

5. To only see Emissary candidates relevant for a particular seller, select the seller’s name from the ‘Sellers’ dropdown.

 

6. To action an Emissary candidate, click on the account name listed in the ‘To Review’ section, and then click the Accept, Reject or Skip for Now button. Your Customer Success Manager will be notified of your selection and will reach out to you and/or the relevant seller on your team with next steps.

 

 

To Review Previously Accepted and Rejected Emissary Candidates

 

1. Login to Emissary Exchange

 

2. Click Emissaries.

 

3. Click Accepted to see all the Emissaries your organization has historically accepted.

 

4. Click Rejected to see all the Emissaries your organization has historically rejected.

 

5. To only see the Emissaries you actioned, select Me from the Action By dropdown.

 

6. To only see the Emissaries for a specific team, select the appropriate team from the Teams dropdown.

 

7. To only see the Emissaries relevant for a particular seller, select the seller’s name from the Sellers dropdown.