by Ed Schmidt | Mar 15, 2015 | FAQ CAMELS BusinessLink, FAQ CAMELS ShareholderLink
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...
by Ed Schmidt | Feb 16, 2015 | FAQ CAMELS BusinessLink
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...
by Ed Schmidt | Feb 16, 2015 | FAQ CAMELS BusinessLink
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.)...
by Ed Schmidt | Feb 14, 2015 | FAQ CAMELS BusinessLink
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...
by Ed Schmidt | Jul 21, 2015 | FAQ CAMELS BusinessLink
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...
by Ed Schmidt | Jul 21, 2015 | FAQ CAMELS BusinessLink
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...
