Managing your customer portfolios in FinView is simple and efficient. One key step in the process is activating a portfolio, which you can do in a few easy steps:

Step 1: Navigate to Portfolios Start by navigating to the 'Portfolios' section in your customer account.

Step 2: Select the Portfolio From the list of portfolios, select the one you wish to activate by clicking on its name.

Step 3: Toggle Activation On the portfolio page, locate the activation toggle on the right side. Click the toggle to initiate activation.

Step 4: Confirm Activation A confirmation prompt will appear. Click the "Yes, activate portfolio" button to confirm your action.

And there you have it! Your selected portfolio is now activated in FinView, ready to be managed and worked on according to your collections strategies. Remember to review and update your portfolio settings as required to ensure optimal collections performance.


Darren Tebbitt
Loves rugby and tech stuff. Darren is focused on our strategic mission in scaling FinView globally.
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