Portals
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Assisted Sales Module
RM Portal
Overview
2min
The objective of the Centralized RM Dashboard is to provide a comprehensive suite of tools for Relationship Managers (RMs) and their managers to manage various RM-related activities, including User Access Management, Application and Leads Management, Report Generation, and other related functions.
- User Access Management: This feature allows managers to manage user access levels and permissions for RMs, i.e., to add and remove users, set access levels and permissions, and manage user profiles. RMs can only access data and functions that they are given access to.
- Application/Leads Management: This feature provides RMs with a centralized location to manage their leads and applications. They can create new leads, update existing ones, and track the progress of each.
- Report Generation: This feature provides managers with the ability to generate various reports, such as Application Reports.
RM Portal Overv
Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.
You can reach out to us at [email protected].
Updated 23 Jul 2024
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