by Ed Schmidt | Mar 15, 2015 | FAQ CAMELS ShareholderLink
If Investor/Shareholder inquired about a Buying or Selling stock …. How do you handle, if you think the person may have already been placed into the CSL system. How to change or add information and notify Referral Source while still addressing their Investor...
by Ed Schmidt | Mar 15, 2015 | FAQ CAMELS ShareholderLink
How to create an ALERT notifying of a change to an Investor/Shareholder. (Procedure allows anyone with system access to notify “Lead Assigned To” or “Referred By” responsible party of a change or “note added” to an Investor/Shareholder.) Creating an Alert: If you...
by Ed Schmidt | Mar 15, 2015 | FAQ CAMELS ShareholderLink
Where do Investor Contacts Appear in CSL after saving the Data Card? Where do Investor/Shareholder Appear in CSL after being assigned as a Buy/Sell? Managing Investor/Shareholder: After Entering the Investor/Shareholder and then defining as a Buy/Sell?: Where does...
by Ed Schmidt | Mar 15, 2015 | FAQ CAMELS BusinessLink, FAQ CAMELS ShareholderLink
How to print out a pre-formatted report in Excel. The program contains many prepared reports that can be easily printed out in Excel. All reports are prepared for exporting to Excel allowing for the specific formatting you want. Printing a Report: A special section...
by Ed Schmidt | Aug 12, 2015 | FAQ CAMELS ShareholderLink
When adding your investor/shareholder into ShareholderLink it asks for ‘Initially Referred By’. Almost all of the time this will be you, unless you are adding the prospect for someone else. It is important to put your name if you referred this customer to the bank. By...
by Ed Schmidt | Jul 23, 2015 | FAQ CAMELS BusinessLink, FAQ CAMELS ShareholderLink
Provides a complete listing of all your prospective and existing customers, and prospective investors and existing shareholders that you are working with to either secure new business relationships or expand their ownership in your institution. Only your respective...