Proposed Payment Plan
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Navigation: The User Interface > What is in Simplicity > Toolbar > Leads (Browse) > Lead Dashboard > Obligations > Proposed Payment Plan |
oThis browse allows the user to view the proposed payment plan for the selected obligation. (This can be viewed for a specific proposal instance if a new proposal has been added on this lead).
This is an example of the Proposed Payment browse
The following can be found on the proposed payment plan:
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·Proposal oThis allows the user to select the proposal instance for which to view the proposed payment plan. |
General Features available in this window:
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