The Financier Budgets screen manages financier financial targets to help with recurring volume brokerage. As an example, a financier may offer an incentive if doing a specific sum of business with them. This screen allows you to enter and manage the financial targets offered by financiers.
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| title | Opening the Financier Budgets Screen - Click here to expand... |
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| - From the Administration menu, select Templates then Financier Budgets.
- From the sidebar, select Templates then Fin. Budgets.
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| title | How to Add a Financier Budget - Click here to expand... |
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| How to Add a Financier Budget |
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| How to Add a Financier Budget |
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