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Create a funding position diagram - Classic UI

Produce a visual representation of a funding position to help your client visualise it

Shelley Maher avatar
Written by Shelley Maher
Updated this week

A funding position diagram can help your client to understand the information you're providing them by simplifying often-complicated concepts.

To create a funding position diagram:

  1. Open the lead or deal.

  2. Click the pencil icon next to FUNDING in the sidebar.
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  3. Click the name of the funding position for which you want to create a diagram.

  4. Click Funding Diagram.

  5. Drag and drop elements of the diagram to fine-tune the layout.

  6. Click Export to PDF to download the diagram as a PDF document.
    Alternatively, use screenshot tools to save it as an image to insert into a client report.

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