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Customizing Products by Region

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In PrecisionLender, you can set up products with custom assumption sets for specific regions you select.

 

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Splitting Out a Region

In the Products section of Administration, edit an existing product by clicking on its name and then clicking Edit in the upper left of the product setup screen that opens.

After you click Edit, the option to "Split Out Region" will appear. Click the Split Out Region to open a box showing all your regions.

Shows where to select split out a region on the product edit screen

 

Select a region within the Split Out Region box will create a new tab for the product assumptions specific to that region. Select the region at the highest level that suits your needs, as selecting a region with sub-regions will bring those sub-regions with it.

Shows the pop-up window that appears when splitting out a region

Then select 'Confirm' to complete the split and return to the product edit screen. The region that has been split should appear as it's own separate tab.

Shows the separate tab that appears once a region has been split

On the tab for the region that has just been split out, 'Product Enabled' at the top of the screen will be checked and have that product appear as an offering in the 'New Opportunity' drop down menu for Relationship Managers in that region once saved. If you do not want the product to appear for certain regions, make sure the 'Enabled' box is not checked. Once you are satisfied with the new product region and its assumptions, click 'Save' in the upper left of the product setup screen to save your changes.

 

Collapsing Regions

If a region no longer needs separate product assumptions, it can be combined into an existing region.

In the Products section of Administration, edit an existing product by clicking on its name and then clicking Edit in the upper left of the product setup screen that opens.

Click the tab of the region that no longer needs separate assumptions. Then select 'Collapse into region'.

Shows where to select collapse into region when combining regions

In the pop-up box that appears, select the region that the current region should be combined into.

Shows the pop-up window that appears when collapsing a region

Then select 'Confirm' to make the change. Once complete, the former region will show in the tab of the region you selected.

Shows the region combined into the newly selection region

Once you are satisfied with the new product region and its assumptions, click 'Save' in the upper left of the product setup screen to save your changes.

 

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