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:
Open the lead or deal.
Click the Strategy heading on the left hand side of the DealDash - Select Funding Position
โClick the name of the funding position for which you want to create a diagram.
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.