Sales Methods for Retail Banking and Commercial Banking

In the Loan Pipeline report, for retail banking, the sales method available for selection is Retail Banking. For commercial banking, the sales methods available for selection are Commercial Loans and Equipment Finance.

Note:

See Changing Filters for Loan Pipeline Report topic in the Getting Started with Financial Services Implementation guide to add any additional sales methods or to make changes to the existing default filters for retail banking, and commercial loans and equipment finance sales methods.

You can see the Loan Pipeline report to view and understand the sales methods available for retail banking and commercial banking. Following are the steps to view sales method for retail banking:

1. Sign in as a Retail Banker or Retail Bank Manager.

2. On the landing page, click the pagination control to view the Loan Pipeline infolet.

3. Click Loan Pipeline infolet.

   Detailed Report page opens. Loan Pipeline information is available for the current quarter together with the Sales Stage versus Revenue graph. The value corresponding to the Sales Method Name field is Retail Banking.

4. Click Done.

Following are the steps to view sales method for commercial banking:

1. Sign in as a Commercial Banker or Commercial Bank Manager.

2. On the landing page, click the pagination control to view the Loan Pipeline infolet.

3. Click Loan Pipeline infolet.

   Detailed Report page opens. Loan Pipeline information is available for the current quarter together with the Sales Stage versus Revenue graph. The values corresponding to the Sales Method Name field are Commercial Loans or Equipment Finance.

4. Select the appropriate value and click Done.