CRM/NMC Mobile
You can manage your contacts through this mobile platform
What is NM Connect Mobile?
A collaborative effort where two or more representatives partner to work with prospects and clients
What is joint work?
This person will guide you to leverage all technology to help improve your business
Who is Demetrio?
This is the total number of key facts required to complete a factfinder
What is 7?
Week 1 of your internship starts as soon as this is completed
What is importing/uploading the P100/150?
What is posting the outcome of a call?
In CRM, this button will allow you to share contact's information
What is Share?
This person will fix any broken hardware/software on your machine
Who is Angel?
This key fact must be of at least one account value from the Bank or Investments
What are Assets?
Intern Scenario Language checks are completed during this week of the program
What is Week 2?
This call outcome type is selected when you speak to a contact, but no appointment is made
What is Reach?
The two items shared with your joint work partner before a scheduled appointment
What is a CRM contact and an Outlook appointment?
This platform is where you can find the Intern Dashboard
What is NM Connect?
This key fact must be considered "Earned" in order to receive credit
What is Earned Income?
The quantity of factfinders completed in each internship week (Week 3-10)
What is 3?
This platform is the engine to your business, where you can manage your contacts, appointments, and tasks
What is CRM?
This is needed to add attendees to a meeting in Outlook
What is an email address?
This digital tool is used to gather and organize client financial and personal information as part of the planning process
What is the Digital Factfinder?
The section of the prospect/client's account that holds the FF
What is the Planning section?
1 cumulative New Client Credit must be earned by this week
What is Week 11?
Referred leads or contacts you initially add to CRM
What is a Qualified Suspect?
The Digital Factfinder must be initiated under this person
Who is the intern?
Platform for virtual meetings
What is Zoom?
This leader will help review a FF if a completion check was not applied
Who is Demetrio? (accepted answers: CUD)
2 cumulative New Client Credits must be earned by this week
What is Week 12?