List of RMs
The List of RMs section provides a comprehensive directory of all Relationship Managers and their information, including manager code, phone number, and status (active, inactive, or dormant).Β
In addition to its user-friendly interface, the section offers several dynamic features, such as the ability to search and download all reports, which streamlines access to important data.
Moreover, users can perform various actions for each RM, such as viewing leads and editing RM details. The powerful search feature enables users to quickly locate a specific RM and access all relevant information, providing a seamless experience.
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].
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