Your Sales Pipeline shows you all the applications in your account in their current status, it can also be used to navigate to the virtual credit file of any application.
To manage your applications, the pipeline has several useful features:
Status buckets:
Click each bucket to display only the applications of that status.
Search bar:
Find a specific application by entering the entity or contact information.
Advanced search:
Segment or refine your search by using the advanced filters, be sure to reset the filters after use.
All/my toggle:
Display all applications or only those currently tagged or assigned to your user.
Download report:
Download a CSV file of all application data (raw) in your account. (Administrator Only)
What are the key navigation features on my Pipeline page?
Modified on: Wed, 10 May, 2023 at 12:32 PM
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