How to Add an Existing Entity as a Finance Source in Deal Desking

  1. Go to EDIT>>MODIFY>>FINANCE SOURCE

 

2. Click the yellow “+” at the top of the screen

 

3. This will open the CRM module. Click the SEARCH button at the bottom of the screen, and then click NO

 

4. This will take you to the Entity search screen.  Using the parameters, search for the Entity, you may need to uncheck the ‘Show Only Prospects’ box if this is turned on by default.

 

5. Once you find the desired Entity on the Entity Search Results, double-click the Entity and click NO

 

6. Click SAVE and then EXIT

 

7. Click APPLY and OK