Fund Profile
Interactive Sample
Fund Profile
This fund profile outlines the distribution of financial assets by industry, location and more. Click the graphics to highlight related data!
About this Example
This sample shows a live interactive communication created and delivered using the MHC’s CCM software. It is designed to show how users can get more engaged with your organization and extract more information from these types of modern communications, when compared to traditional PDF documents.
How to Use
- Click the different tabs to see different aspects related to sales.
- Click the Stage or Lead Source lists to apply filters.
- At any point you can still get a traditional PDF document by clicking the PDF icon in the top-right corner.
