If I have check the Optimize your portfolio at contract renewal button does this automatically optimize my account
Question
Optimize portfolio at contract renewal
+5Hi
Please see the link below to the webinar recording of our Administrator training. This will show you how to enable automatic portfolio optimization to remove non-essential segments of your portfolio and also how to manually remove in your Workspace Library.
Also wanted to bring to your attention that we have a group dedicated for Finance Analytics Professionals! Please visit https://community.dnb.com/groups/finance-analytics-professionals-140 to join!
Please let me know if you have any questions.
Liza
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