Cross Sales Tasks

This screen will appear when Cross Sales Tracking List is selected from the Sales Tools window in Inquiry or Phone Operator. It will also appear when you click the Cross Sales button on the New Account Creation screen.

View a Video on the Cross Sales Feature

Read a booklet about this feature: How to Tracker from Cross Sales (NOTE: A PDF version of this booklet will open.)

When I close my Next Suggested Product task, the graphic or text does not disappear from the Teller, Inquiry or Phone Operator screen. How do I remove this graphic or text?

This is the first screen used to track cross-selling activities with members. Tasks are grouped according to “Need Groups” to better organize tasks according to a member's situation and needs. Select a task and choose the option “Create Conv” (or double click) to add a note about your current interaction with a member.

While assisting a member, your front line staff can easily see the member’s most recent credit score at the top of the Cross Sales Task screen.  Having the current credit score helps them promote the correct loan rate. 

Clicking the F11-All/Sold will toggle between showing the complete list of tasks and just the tasks with conversations associated with them.

·     In order to use the Filter by task lookup, you must first enter a Need Group in the Filter by need group field.

Option Keys   

Command Keys   

Link to ID: http://www.cuanswers.com/doc/gold/gold.htm#3255g.htm