View Cross-Sales Conversation

These steps explain how to view cross-sales conversations.

• These steps are helpful in becoming familiar with previous member discussions for the purpose of following up with the member if necessary.

1. Launch the Member Inquiry tool by clicking the magnifying glass icon on 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 Sales Tools.

5. Select Cross Sales Tracking List.

6. Click Show All Tasks.

Learn More

	Learn more about creating Trackers.
	Learn more about cross-sales Trackers.
	Learn how to add a new conversation to an existing Tracker.