FirstBank OnBoarding Manual - Flipbook - Page 162
PIPELINE VIEWS
• You can select anything in the list that you want to appear on your Pipeline View.
• Once you select the items you want to appear, you highlight the item and use the arrows at the top right to move
them within the list as they will appear on your pipeline. Anything at the top of the list will appear to the far left of
your pipeline and anything at the bottom of the list will appear to the far right of your pipeline.
• Advanced Search Tool- this tool can be used to set up different parameters for your pipeline view. For example, if
you wanted to pull a list MTD or YTD closed loan list you could use this tool.
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Onboarding Manual
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