CAMELS News
Assignment of Customer that May Already be in CBL
Assignment of Customer that May Already be in CBL If prospect/customer inquired about a bank service or product .... How do you handle, if you think the person may have already been placed into the CBL system. How to change or add information and notify Referral...
What is the importance of Referral Source & importance of Lead Assigned To?
When adding your investor/shareholder into ShareholderLink it asks for ‘Initially Referred By’. Almost all of the time this will be you, unless you are adding the prospect for someone else. It is important to put your name if you referred this customer to the bank. By...
What is the importance of Referral Source & importance of Lead Assigned To?
When adding your prospect/customer into BusinessLink it asks for ‘Initially Referred By’. Almost all of the time this will be you, unless you are adding the prospect for someone else. It is important to put your name if you referred this customer to the bank. By...
How to Change Account Status (Is Converted Yes/No)?
Once you have opened an account for a prospective customer or sold a new service to an existing customer you will need to change the Account Status from No to Yes. Follow these easy steps: Changing ‘Is Converted’ allows you to reference what business you have been...
What are the differences between Product and Customer Notes?
What are the differences between Product and Customer Notes? Product Notes: Product notes are there for the Staff member to add a note associated with each individual product. This allows for the designated staff member to have the benefit of background information on...
How to Use the Dashboard?
Provides a complete listing of all your prospective and existing customers, and prospective investors and existing shareholders that you are working with to either secure new business relationships or expand their ownership in your institution. Only your respective...