Work Sales Trackers
Access this screen by selecting Tool #988: Work Sales Leads (Trackers).
For information about Sales Tracker System and hints about how to use this valuable tool for your credit union's marketing and member communications efforts, refer to the Sales Tracker booklet.
Use the lookup next to Account # to view the last ten accounts.
Use the search fields at the top on the screen to locate a specific member account, view all leads flagged for a specific telemarketing representative (Employee ID), Corp ID, or to display only trackers that fall within a certain range of dates. You can also narrow your select by Memo Type, last conversation type, Need Groups, or Task number. You can select to see only Trackers on or after a specific promotion date and also highlight trackers on or after a selected date. Finally, you have the choice to choose only conversations with closed follow-ups.
For example, if your credit union has multiple employees who handle follow-ups on these trackers, you may choose to view only those that have been assigned to you. Or you may wish to see all trackers associated with a cross sales task with a status of “Pending.”
Enter the desired search parameters and use Enter to move to the second screen.
NOTE: This tool was developed with significant input from the Xtension Call Center team, who will be using the CU*BASE Sales Tracker extensively. The software includes special features such as promotion expiration dates that were designed to help a call center launch, track, and follow up on marketing and member contact campaigns with credit union members. Visit xtendcu.com to learn more about how Xtension Call Center services can help you get more out of your member relationships!