4.20 W Wrap Up Codes: Improving Your Member Phone Interactions



Uncover the reasons your members call and dive deep into better understanding the members that call your credit union with this course. Starting with how Wrap Up Codes can change your credit union and finishing with quick and easy analysis options, this course covers everything for Wrap Up Code Implementation from start to finish with Xtend’s resident data expert.

Wrap Up Codes allow your staff to quickly enter why members called your credit union and use 1-Click Trackers, saving your staff precious seconds on every single phone interaction.


This class is designed for,  Call Center Managers, Member Service Representatives, marketing personnel, Call Center Agents, Supervisors, and Operations Officers.


By the completion of this course, participants will have:

  • Discussed the purpose and function of CU*BASE Wrap Up Codes
  • Explored how Wrap Up Codes enhance knowledge of your membership and improve operations
  • Investigated the use of 1-Click Trackers


  • Configuring and implementing Wrap Up Codes: Call Types and Primary Subject Codes
  • Configuring employee IDs to force Wrap Up Code Usage
  • Understanding tool #1315: Why Your Members Call