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How to Hide Financial Products for Your Proposal?

Now admins can manage financing options to display only the products best suited for your customers and proposals.


Step 1: From the main menu, click “Database”.

Step 2: Open the “Additional” dropdown and select “Hide Product”.

Step 3: Select the financing partner whose product you want to hide.


Step 4: "Unselect" the products that you want hide.

Step 5: Click “Submit Data”.

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