by Ed Schmidt | Jul 23, 2015 | FAQ CAMELS BusinessLink
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...
by Ed Schmidt | Jul 23, 2015 | FAQ CAMELS BusinessLink, FAQ CAMELS ShareholderLink
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...
by Ed Schmidt | Jul 23, 2015 | FAQ CAMELS BusinessLink, FAQ CAMELS ShareholderLink
Once you have entered a Prospect/Customer into the system and have added a Bank Product, you can go back and make changes as needed. To make these changes simply go to Edit Prospect/Customer, Edit Bank Product, Edit Customer Note, etc. Next Step: Simply click on the...
by Ed Schmidt | Jul 23, 2015 | FAQ CAMELS BusinessLink, FAQ CAMELS ShareholderLink
Filters are used to help the User simplify their search options… Customers, Companies, etc. To Find the filter you first need to pick what you’re wanting to filter. You can find filters in any of the ‘Views’ categories, any of the edit tabs in the ‘Actions’ category,...
by Ed Schmidt | Jul 23, 2015 | FAQ CAMELS BusinessLink, FAQ CAMELS ShareholderLink
Where do LEADS appear? If you have ever wondered where your leads appear when you assigned a lead to yourself or when someone assigns you one, you’re in luck. This FAQ shows you how to assign the lead and where you will find the assigned lead. Note: This example...
by Ed Schmidt | Jul 23, 2015 | FAQ CAMELS BusinessLink, FAQ CAMELS ShareholderLink
CBL has a built in search engine feature that allows for the user to have a simpler search process. Once searched, the search engine brings up anything that is related to the searched topic within the website. This is where you can find the search bar Here is where...