FirstBank OnBoarding Manual - Flipbook - Page 163
PIPELINE VIEWS
• Adding Filters- paper / green & plus sign – magnifying glass – select field. Once you select the filed the operator
and description will open. See examples below.
• If you are an LOA and you work with more than one LO you would need to be sure and add them separately
here as filters.
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Onboarding Manual
Confidential. Property of FirstBank. Not for Distribution.
