A funding position diagram can help your client understand the information you're providing by simplifying often complicated concepts.
Creating a diagram
To create a funding position diagram:
Open a lead or deal.
Click the Strategy heading on the left-hand menu.
Select Funding Position.
Select a funding position.
Click Funding Diagram.
Drag and drop elements of the diagram to fine-tune the layout. 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.
