Main Screen
What are the different 'apps' you can add to your homescreen called?
What is Widgets?
What color is a customer? What color is a prospect?
What is blue? What is green?
What is the difference between entering deposits and loans in the Pipeline $?
What is deposits are negative and loans are positive?
What is Activity?
When searching for a customer which key is used to bring up the customer list?
What is Enter?
Which menu option do you select to go to your pipelines?
Across the top of the screen is the customer's _______ ________.
What is contact card?
When should you be entering a new pipeline?
What is every time you pick up a loan or account?
True or False. You must attach each note to a pipeline.
What is False?
Who are the customers/prospects that show up on your "My Clients" list?
What is customers/prospects assigned to you?
How do you access advanced search?
What is the Magnifying Glass?
What information is listed under the "Relationship" tab?
What is products, services, future needs and external relationships?
Within a pipeline, what is the workflow?
What is a walkthrough of each step of creating a loan or account?
Can you enter a note without a "Reason"?
What do you need to do when changing the Target Close Date?
What is enter a note in the details tab?
What do you select to create a prospect?
What is Create New?
You are wanting to add a customer's accountant to the "Connections" tab, what would they be considered?
What is Center of Influence?
How do you determine when a loan is set to close when looking at the Pipeline?
What is Target Close Date?
What is the difference between an Inbound and Outbound note?
What is who is reaching out to who?
How do you merge a prospect and customer?
What is select the prospect and customer, then select merge?
How many menu options are there?
What is six?
Name all seven menu options within the customer screen.
What is activity, relationship, connections, profile, details, attachments, and forms?
How many different places can you see who the pipeline is assigned to?
What information should be put in the description of the note?
What is any and everything that you believe is important?
Who has access to the privacy group within the CRM?
What is Trust & Wealth Management and Executive Members?