Creating a Loan Category
- You need Admin level access to create a Loan Category.
- In the Admin tab, select CRM Settings and click List Editor.
- Choose Loan Categories.
- Click the green plus symbol to add a new category.
Click OK.
Assigning a Loan category to an Opportunity
- In the CRM tab, open an Opportunity.
- Click Details in the left-hand panel.
- In the Categories section of the Opportunity details, click Edit.
- Choose the appropriate category by ticking the checkbox. Click OK.
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