Document Cross-Sales Activities

These steps explain how to use Tracker to document cross-sales activities with a member.

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

2. Enter the member's account number.

3. Click the forward arrow.

   • You may need to click the forward arrow again to move past the Member Account Comments pop-up.

4. Click the Sales Tools button.

5. On the Sales Tools pop-up, click Cross Sales Tracking List.

6. Click Select.

7. On the Cross Sales Tasks screen, select a task from the list.

8. Choose the Create Conversation option.

9. Click the lookup button beside the Memo type field to select the most appropriate action code.

10. Enter the details of your conversation with the member into the space provided.

11. Click Save/Continue.

12. On the Member Tracker Entry screen, leave the Update last contact date for this account box checked.

13. Leave the Entry just made requires a follow-up box checked if the Tracker requires a follow-up.

14. If a follow-up is required, enter all follow-up information (date, need group, task number, contact person).

15. Click the forward arrow.