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...
by Ed Schmidt | Jul 23, 2015 | FAQ CAMELS BusinessLink, FAQ CAMELS ShareholderLink
To add a task for a customer, you will need to go to the ‘Add a Task’ tab within the Actions Menu. Once you click on the link it will bring a window like the one below. Make sure to fill out as much information as possible so the User knows exactly what needs to be...