1.2.4 Onboarding Initiation - Comments

The RMs can capture overall comments for the initiation stage in the Comments screen.

Capturing comments helps the banker who works in the next stage to understand this task.

1. Click Next in the Onboarding Initiation - Interested Products screen.
   The Onboarding Initiation - Comments screen displays.

   Figure 1-28 Initiation – Comments

   
   

   
   Description of "Figure 1-28 Initiation – Comments"

   
   
2. On the Comments screen, specify the overall comments for the Onboarding Initiation stage.
3. Click Post to post the comments.
4. Click Next to go to the Onboarding Initiation - Review and Submit.