Post Install Step 1 - Manual PPS

Created by Venturelytic Team, Modified on Thu, 31 Oct at 9:18 AM by Venturelytic Team

To make sure you can use of the Manual PPS, the picklist value 'Manual PPS' needs to be added to the picklists ‘Selected PPS Method’ and ‘Most Profitable PPS Method’ within both the Debt & Alternative Funding object. If these steps are unclear please watch the attached video.





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