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Add a portfolio

  1. Go to the Overview, select the customer that this new portfolio belongs from drop-down menu.

    (if you select the customer first, the portfolio is directly linked to the correct customer. )

  2. Select “New portfolio“ in “New“ drop down menu (top left corner).

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  3. Enter the required information and save.

    You can read the fields descriptions in the Portfolio window section of the FA Back reference.

  4. Save the portfolio.