Add Cross Sales Conversation to Tracker
These steps explain how to add a conversation to an existing Tracker, so you can document and follow up on contacts made with a particular member.
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Launch the Member Inquiry tool by clicking the magnifying glass icon in the top right corner of your home screen.
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Input the member's account number in the Account Base field on the Search for Active Members screen.
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Click the forward arrow.
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You may need to click the forward arrow again to move past the Member Account Comments pop-up and any other pop-ups that may appear.
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Click the Cross Sales button on the far right side of the Member Inquiry account types screen.
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To view all cross-sales conversations for the member, click the Show All Tasks button on the Cross Sales Tasks screen.
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Select the conversation on the Cross Sales Tasks screen.
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Click the Create Conversation option below the table.
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Select the lookup button beside the Memo Type box on the Member Tracker Entry screen.
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Select the type of conversation you had with the member (i.e. cross sales) in the Memo Types pop-up.
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Click Select.
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Enter your notes in the box under the Speaking To field on the Member Tracker Entry screen.
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Click Save/Continue.
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Keep the 'Update Last Contact Date for This Account' box checked on the next Member Tracker Entry screen.
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If the conversation requires a follow-up, check the 'Entry just made requires a follow-up' box and enter the corresponding follow-up information.
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If the conversation does not require a follow-up, uncheck the 'Entry just made requires a follow-up' box and enter the corresponding follow-up information.
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Click the forward arrow.