Sales Tools Window
| Screen ID: | n/a | 
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| Screen Title: | Sales Tools | |
| Panel ID: | 453 | |
| Tool Number: | n/a | |
| Click here to magnify |
The CU*BASE Sales Tools feature provides a “one-stop” focus for all of the CU*BASE marketing and sales promotion tools in one pop-up window. Work cross-selling tasks, quote a loan, enroll a member into a Marketing Club, fill out member service survey questions, or check on a member's Tiered Service scoring parameters, all from a button available from the Member Inquiry, Phone Inquiry and Teller systems.
Field Descriptions
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Field Name |
Description |
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To work with outstanding tasks for this member from your credit union's cross-sales task list.
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To perform a quote on loan pricing and amortization terms. |
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See the booklet, CU*BASE Marketing Clubs: Configuration, Benefits and Enrollment for complete details. |
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To look up current rates on share, certificate and loan products. |
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View/Answer Member Survey |
To fill in this member's answers to your credit union online survey.
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To work with the special telemarketing trackers/call follow-up system. |
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Tiered Services Config. Inquiry |
To view Tiered Service configuration settings, including points that can be earned and rewards for each level.
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To change this member's base Tiered Service score, to change this member's score for the current month, to redeem lifetime points for credit union products or services, or to print a Lifetime Points Statement.
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To access a view only version of the consumer loan skip payment program configuration.
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