CAMELS News
Assignment of Investor that May Already be in CSL
If Investor/Shareholder inquired about a Buying or Selling stock …. How do you handle, if you think the person may have already been placed into the CSL system. How to change or add information and notify Referral Source while still addressing their Investor...
How to Create an Alert
How to create an ALERT notifying of a change to an Investor/Shareholder. (Procedure allows anyone with system access to notify “Lead Assigned To” or “Referred By” responsible party of a change or “note added” to an Investor/Shareholder.) Creating an Alert: If you...
Where do Investor Contact Appear Once Data Card Is Saved?
Where do Investor Contacts Appear in CSL after saving the Data Card? Where do Investor/Shareholder Appear in CSL after being assigned as a Buy/Sell? Managing Investor/Shareholder: After Entering the Investor/Shareholder and then defining as a Buy/Sell?: Where does...
How To Print Out A Report
How to print out a pre-formatted report in Excel. The program contains many prepared reports that can be easily printed out in Excel. All reports are prepared for exporting to Excel allowing for the specific formatting you want. Printing a Report: A special section...
Where do Prospects/Customers Appear in CBL after saving data card?
Where to Prospects/Customers Appear in CBL after saving the Data Card? Where do Prospects/Customers Appear in CBL after being assigned a Product; Service Issue; or Shareholder? Managing My Contacts: After Entering the Prospect/Customer and then Adding a Product: Where...
How to Create an ALERT
How to create an ALERT notifying of a change to a prospect/customer. (Procedure allows anyone with system access to notify "Lead Assigned To" or "Referred By" responsible party of a change or "note added" to prospect/customer.) Creating an Alert: If you want to make a...