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Compliance Status

Walker Smith avatar
Written by Walker Smith
Updated over 2 years ago

Once you have selected a company using Closepin, any data fields that your Encompass Admin has mapped from Closepin to Encompass will appear in those fields. Below is an example of what this would look like for the Compliance Status of an agent once it has been selected by a user.

In this example, the "agentCompliance" data extension has been mapped to Encompass Field ID: CUST02FV and appears under "Partner Status" below. In this example, Closepin has passed the status of "Out of Compliance" directly over to Encompass.

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