Page Navigation
There are multiple ways to navigate to the various pages available within a proposal.
Instructions | Screenshot |
You can use the drop-down menu on the right-hand side of the Pending & All Deals page. |  |
You can use the Go To menu from with the proposal you’re working on. | |
On the Pending or All Deals pages, you can click on the Customer Name, Proposal Status, Lenders Sent To, Comments, Assigned Dealer or Assigned Introducer to go to the relevant section for that proposal. | |