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.

1. Launch the Member Inquiry tool by clicking the magnifying glass icon in the top right corner of your home screen.

2. Input the member's account number on the Search for Active Members screen.

3. Click the forward arrow.

   • 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.

4. Click the Cross Sales button within the Contact Info tab on the right side of the Member Inquiry account types screen.

5. To view all cross-sales conversations for the member, click the Show All Tasks button on the Cross Sales Tasks screen.

6. Select the conversation on the Cross Sales Tasks screen.

7. Choose the Create Conversation option below the table.

8. Select the lookup button beside the Memo Type field on the Member Tracker Entry screen.

9. Select the type of conversation you had with the member (i.e. cross sales) in the Memo Types pop-up.

10. Click Select.

11. Enter your notes in the comments box under the Speaking To field on the Member Tracker Entry screen.

12. Click Save/Continue.

13. Keep the Update Last Contact Date for This Account box checked on the next Member Tracker Entry screen.

14. If the conversation requires a follow-up, check the Entry just made requires a follow-up box and enter the corresponding follow-up information.

    • If the conversation does not require a follow-up, uncheck the Entry just made requires a follow-up box.

15. The Need Group and Task # fields should be filled in.

16. Click the forward arrow.

Learn More

	Learn more about creating a Tracker.
	Learn more about cross-sales Trackers.