4.7 Top 5 Customer by RM

This topic provides information about the Top 5 Customer by RM tile in Dashboard.

This tile lists the top five customers associated with the logged in user along with the funding information.

Figure 4-11 Top 5 customer by RM

Description of "Figure 4-11 Top 5 customer by RM"

1. To view the detailed customer information, click on the required customer name.
   The Customer Summary is displayed.

   Figure 4-12 Customer Summary

   
   

   
   Description of "Figure 4-12 Customer Summary"

   
   
2. Review the Customer Summary.
3. Click the close icon at the top right corner.