Related Topics: Cross Sell and Tracking

Cross Sell and Tracking Overview

Setting Up Cross Sell

• Setting Up Administrator and User Access
• Customizing the Cross Sell Drop-Down Lists
• Setting Up Departments
  • Adding a Department
  • Deleting a Department
• Creating Product Groups
  • Viewing the Product Group List
  • Adding a New Product Group
  • Defining Incentives for a Product Group
  • Specifying the Purge Criteria
• Setting Up Demographic Plans
  • Viewing the Demographic Plan List
  • Adding a New Demographic Plan
  • Assigning Cross Sell Plans
• Targeted Cross Sell Plans and Special Offers
  • Viewing the Targeted Cross Sell Plan List
  • Viewing the Special Offer Plan List
  • Creating a Cross Sell Plan or Special Offer
  • Member Criteria
  • Share Account Criteria
  • Certificate Criteria
  • Credit Card and Loan Criteria
  • Trade Lines Criteria
  • Relationship Plan Criteria
  • Services Criteria
  • Purge Criteria
  • Setting Up Incentives
• Setting Up Virtual Branch Integration
  • Defining the Virtual Branch Profile
  • Uploading Images
  • Setting Up a Virtual Branch Opportunity
• Creating a Campaign
  • Viewing the Campaign List
  • Adding a New Campaign
• Integrating with MCIF Vendors
  • Selecting the MCIF Vendor
  • Viewing the MCIF Product Groups
  • Adding a New MCIF Product Group
  • Assigning Products to the MCIF Product Group
  • Defining Incentives for an MCIF Product Group
  • Specifying the MCIF Purge Criteria
  • Using Household Lookup
    • Reviewing Household Detail

Using Cross Sell Opportunities

• Setting Up Your User Profile Options
• Using the Cross Sell Assignments Queue
• Offering a Product or Service
  • Selecting an Opportunity Product Type
  • Selecting an Opportunity Service Type
  • Viewing Qualified Trade Lines
• Recording a Sale
• Setting Up a Referral
• Reporting a Decline
• Adding Comments
• Integration with New Product & Service Origination
• Disabling Cross Sell for a Member
• Viewing the Audit Log

Reviewing History

• Refer/Decline History
• Open Referral History
• Sale History
• Reject Activity
• Cross Sell History

Cross Sell and Tracking Reports

• Referral and Sale Summary
• Sold Referrals Summary
• Sale Summary
• Decline Reason Summary
• Cross Sell Plan Summary
• Opportunity Summary
• Opportunity Pop Audit Summary
• Purge Summary