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



  1. To view the detailed customer information, click on the required customer name.
    The Customer Summary is displayed.
  2. Review the Customer Summary.
  3. Click the close icon at the top right corner.