by Ed Schmidt | Mar 15, 2015 | FAQ CAMELS BusinessLink
CBL is an new prospect/customer business development tool that increases usage of services within your bank, documents and expands banking relationships, establishes an automatic calling program, drives greater organic growth, provides an email reminder system, and...
by Ed Schmidt | Mar 15, 2015 | FAQ CAMELS BusinessLink
How to quickly understand the navigation of CBL? Where can I get ‘how to’ information from within CBL? Navigation of CBL: Once you log-in to CBL your home page offers complete navigation information. Understanding Home Page Navigation/Top Page Menu Bar: Your Home...
by Ed Schmidt | Jun 8, 2015 | FAQ CAMELS BusinessLink
If you need to reset or have forgotten your password follow these simple steps (note reference arrows). Please note in Step V you will need to go to your email inbox and retrieve the verification code sent by Microsoft ensuring that it is you that has requested a new...
by Ed Schmidt | Mar 15, 2015 | FAQ CAMELS BusinessLink
Identifying prospective and existing customers for securing expanded banking relationships is key to remaining a competitive independent bank. How do I start the Identification Process? CBL guides you through the process of identifying and capturing new prospective...
by Ed Schmidt | Sep 29, 2015 | FAQ CAMELS BusinessLink
Placing your CBL Appointments and Tasks that you created in CBL immediately into your Outlook Calendar is a simple process requiring only a few clicks of your cursor. Once you have created and saved an Appointment or Task CBL generates an automated email sent directly...
by Ed Schmidt | Jun 8, 2015 | FAQ CAMELS BusinessLink
Editing content within CBL can be accomplished by clicking on ‘Edits’ in the menu directory on the left side of the page. The process is intuitive with all changes saved automatically by clicking on ‘Stop Editing’ at the top of the page. How to Edit existing...
