Taking a Portfolio to Comparison

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Overview

Bringing a portfolio to comparison can be done two different ways, either from the Models tab, or the Contacts tab. In this article, we will go over each path to compare portfolios. 

 

From the Models Tab

To take an existing model to comparison, go to your Models tab, then click the Compare button in the overview of one of your existing models to take it to a comparison.

 

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From the Contacts Tab

First, select a contact to display its contact details page. Go to the Portfolio tab and click the Compare button to take it to a comparison.

 

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Still have questions? Let us know at support@capintel.com.