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 does the Contact appear in CBL?
    • The Contact can always be found alphabetically in the RECORDS …Contacts”
    • When assigned a particular ‘product’ or ‘service’ or as a ‘shareholder’ sourcing of the contact is expanded
  • After Entering the Prospect/Customer and then Adding a Product:
    • The Contact would appear in VIEWS; Actions; Reports; and Records
    • If the Contact was assigned to someone in the bank … then Contact would appear in their own VIEWS … “Leads Assigned”
    • Only Leads that have been Assigned to you … appear in Leads Assigned (based on your personal sign-on to CBL)
    • If the Contact was your own Referral it would appear in VIEWS … “Referrals Submitted” with the recipient seeing the contract placed in their VIEWS/Leads Assigned
    • If on first entering a Product or Shareholder contact to a new Prospect/Customer … on saving CBL’s workflow would automatically notify the person if the Lead Assigned To is different than Referred By.