Telemarketing Trackers: Following Up on Sales Leads (2)

Screen ID:

Screen Title:

Panel Number:

ISALE-02

Work Sales Tracker

3238

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Access this screen by pressing Enter on the first Work Sales Tracker screen.

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.

This screen displays all member trackers that have been flagged to be included in the Sales Tracker system from the previous selection screen.

From this screen you can work a member by selecting the Option key Work Member and then Update from the following screen. Other information can be access from this screen, such as the member's contact information, the follow-ups assigned to the member, or view the last note for the member.

Select an item in the list and use one of the following options to work the Tracker entry.

Any account in red on this page has a task that is currently expired.

Options

Codes	Description
Contact Info	Use this option to view the name, address and telephone number of the member.
Follow-up	Use this option to move to the view the Follow ups assigned to this member.
House	Use this option to display the Household Database maintenance screens, to update a member's household information.
Inquiry	Use this code to display Account Inquiry for this member.
Last Note	Move to a screen showing the last recorded conversation with this member.
Pre-Approval	If the account has been pre-approved (note the Pre-Approved column) this option will take you to a window with the current decision.
Work Member	This takes you to a screen where you can select the member's Sales Tracker. From this screen, you can select the option key Update to work this sales lead and document the member's response.
Task Tips	This takes you to a screen that shows policies or procedures for this particular task.
View Conv Thread	This take you to a screen that shows all conversation notes that are part of the Sales Tracker.
Cross Sales	Use this option to display the Cross Sales Tracking screen and update the status of cross sales tasks associated with this follow-up contact in this location. This option be used to record the status of the follow-up as it relates to the completion of the cross sales task. For example, a credit union representative contacts a member about a recently mailed credit card offer, and the member is interested and begins the normal application process. The member, however, asks about a different product that the representative is currently not working on the list. Using this option, the employee can access the cross sales list and work the task that way as well. SEE ALSO: Using the CU*BASE Cross Selling Tool

Buttons

Button	Description
Rate Inquiry	This moves you to the first of several screens used for Rate Inquiries. This feature provides up-to-date information on dividend rates for all account types.
Loan Quoter	This moves you to the first in a series of screens used to quote loan prices to members.