You can easily duplicate a Consumer or Business product to make a version for Staff-Led Account Opening.
To do this:
From the Narmi Command sidebar, select Account opening > Product list manager.
Select the tab for the product you’d like to duplicate: Consumer banking or Business banking.
Find the product offering you would like to duplicate, select the three dots on the product card, then select Duplicate to staff-led.
On the confirmation message that appears, select Yes, copy to staff-led.
A page appears where you can edit product information, including the product name. Note: Any changes made will not affect the original product.
Add a note in the Change log and select Save changes. On the confirmation message that appears, select Yes, save.
The duplicate product appears in the appropriate staff-led tab.
