Requests
Mark a request complete
Close a request when your firm has what it needs.
Use Complete when your firm has everything needed for the request.
Steps
- Open the request.
- Click Complete.
- Review the confirmation modal.
- Click Mark complete.
What happens next
- The request status changes to Completed.
- CrankHQ records when the request was completed.
- If available, CrankHQ emails the requestor and the client contact.
- The client portal remains visible, but upload controls are locked.