How to hide financial products for your proposal?

Now admins can manage financing options to display only the products best suited for your customers and proposals.

Step 1: From the main menu, click “Database”.

Step 2: Open the “Additional” dropdown and select “Hide Product”.

Step 3: Select the financing partner whose product you want to hide.

Step 4: "Unselect" the products that you want hide.

Step 5: Click “Submit Data”.