Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • This field allows for more than one branch to be selected.

  • It is not a required field so, if a campaign does not belong to any branch, all prospects belonging to the campaign are available to all users.

  • If a campaign is associated with one or more branch permissions, a user with matching branch permissions can view/take and search for all prospects.

  • Once a prospect is assigned to a Loan Officer and becomes an application, the Application View rights are based on the primary branch of the Loan Officer assigned.

<PREV l MENU l NEXT>