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How to Move Professionals to the Green Light Ready Manager from the Submitted for CE Completion Verification Bucket

This guide will walk you through moving professionals into the Green Light Ready manager.

1. Navigate to the Manager

  • From your Agency Dashboard, go to the Submitted for CE Completion Verification section.Screen Shot 2025-09-05 at 12.07.13 PM

  • Click View All to open the manager.Screen Shot 2025-09-05 at 12.07.51 PM

2. Locate the Professional

  • Use the search bar to quickly find a professional by name (keyword search).

  • Apply filters (e.g., license type, industry) to narrow down your list if needed.Screen Shot 2025-09-05 at 12.09.45 PM

3. Move Professionals to Green Light Ready

  • Check the box next to each professional you wish to move.

  • Once your selections are made, click Move to Green Light Ready in the blue table header bar.Screen Shot 2025-09-05 at 12.14.53 PM

✅ That’s it! The professional(s) will now appear in the Green Light Ready manager.