Integration with Cross Sell and Tracking

If you add a new product or service using the tabs or dialog boxes within New Member & Services, the sale will be recorded in Cross Sell and Tracking. When the credit union employee successfully adds the new service or product, the sale will be recorded in Cross Sell and Tracking with the employee receiving credit for the sale. The origin of sale will default to the employee’s origin of sale and the sale date will be the effective date of the transaction.

New loan and external product sales will continue to be tracked using the Sale window in Cross Sell and Tracking.