This guide will walk you through moving professionals into the Green Light Ready manager.
1. Navigate to the Manager
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From your Agency Dashboard, go to the Submitted for CE Completion Verification section.
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Click View All to open the manager.
2. Locate the Professional
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Use the search bar to quickly find a professional by name (keyword search).
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Apply filters (e.g., license type, industry) to narrow down your list if needed.
3. Move Professionals to Green Light Ready
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Check the box next to each professional you wish to move.
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Once your selections are made, click Move to Green Light Ready in the blue table header bar.
✅ That’s it! The professional(s) will now appear in the Green Light Ready manager.