4.2.4 Requests Sub Tab
This topic provides information on requests. It allows users to create, view, and manage request records for tracking and processing.
The Requests sub tab records product the customer is interested in and the requested amount for each product.
To complete the Requests sub tab
- On the Origination, click Origination. Under Origination, click Sales Lead. Under Sales Lead, click Requests.
- User can perform any of the Basic Operations mentioned in Preface chapter.
A brief description of the fields is given below:
Table 4-5 Requests
Field Description Product Select the required Loan product from the drop-down list. Requested Amount Specify the requested amount. - Perform any of the Basic Actions mentioned in Preface chapter.
Parent topic: Lead Entry