XT.50.E Xtend: CU*BASE Tracker Boot Camp

Xtend

Summary

Xtend is out to help you succeed! From the basic method of using CU*BASE Trackers to follow up with your members and keeping track of open issues, to the best way to track progress of your cross sales efforts, learn how to use CU*BASE Trackers.   Xtend helps you get the job done by forging the path.  Teach your staff how to build relationships with members who rely on the financial services of your credit union.  Using CU*BASE Trackers, will maximize your member contacts and contribute to effortless management of follow ups.  

Audience

Credit Union Marketing Leaders and Member Services Representatives

Objectives

In this session, you will learn: ·         How the Call Center communications with your staff·         How to receive and interpret leads and notices·         How to follow up on Call Center leads·         How to communication with the Call Center, if needed·         How to assure your members' smooth transition from the Call Center to your branch contacts

 

Course Schedule

Future times and dates are to be determined.