Viewing Qualified Trade Lines
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The Qualified Trade Lines dialog box displays all qualified trade lines that fit the trade line criteria of the cross sell plan. The grid displays the credit bureau source, creditor name, account type, open date, balance, payment amount, and term.
The Opportunities grid on the Cross Sell Opportunities window displays the cross sell plan code, product type, product, and possible links to a file or URL. Cross sell plans with trade lines criteria will also have a trade lines icon. Click the trade lines icon to display the Qualified Trade Lines dialog box.