Sales Tools Window

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Sales Tools


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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

Field Name


Cross Sales Tracking List

To work with outstanding tasks for this member from your credit union's cross-sales task list.

Loan Quoter

To perform a quote on loan pricing and amortization terms.

Marketing Club Config. Inquiry

See the booklet, CU*BASE Marketing Clubs: Configuration, Benefits and Enrollment for complete details.

Rate Inquiry

To look up current rates on share, certificate and loan products.

View/Answer Member Survey

To fill in this member's answers to your credit union online survey.

Sales Tracker

To work with the special telemarketing trackers/call follow-up system.

Tiered Services Config. Inquiry

To view Tiered Service configuration settings, including points that can be earned and rewards for each level.

Tiered Service Scores/Misc. Maintenance

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.

Skip Payment Configuration Inquiry

To access a view only version of the consumer loan skip payment program configuration.