FirstBank OnBoarding Manual - Flipbook - Page 164
PIPELINE VIEWS
• Saving Pipeline Views- Once you have your Pipeline View the way you want it you will need to be sure and
save it. It will NOT AUTOMATICALLY save. It you DO NOT save before you move on to something else you will
have to START OVER.
• You will see the SAVE button appear once you start to make changes to our pipeline view.
• Once you hit the Save button you will see the below menu appear, this is where you can name your Pipeline
View by checking the Save As radio button.
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Onboarding Manual
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