SalesForce Desktop 2

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Across
  1. 3. This department handles: Account Visibility, Account Opening, Addresses Records
  2. 4. Branches are getting Tasks assigned to them, asking them to relate a Relationship Group to a Task or Event (HINT- KA Article title49XX)(4 words (**/**)
  3. 5. The primary contact for Salesforce Desktop related questions.(3 words)(***)
  4. 7. When and How to Warm Transfer for Salesforce Desktop. (HINT- KG Article 50XX)(2 words)
  5. 9. This page provides a way to view all your Client's Interest Tags in one section.
  6. 12. Fails to keep the caller informed during hold processes and frequently leaves caller on hold for long instances greater than 3 minutes. What behavior is this?(2 words)
  7. 15. SEP & SIMPLE IRA Setup/Maintenance at Direct Ext. 36591 is covered by this department.
  8. 16. Pound 48; Prompt 1?
  9. 17. Adding, Changing or removing beneficiaries on a living client's account.
  10. 18. Associate Directory, Home Office Department Directory, and Client Account Directory are located as a drop-down option on this webpage.
  11. 19. Direct Extension is 36111? (2 words)
  12. 20. Pound 29, Prompt 2, Sub-Prompt 2?
Down
  1. 1. This page is the landing page for all the branch's day-to-day duties.
  2. 2. Opens call with delight to help, States name, and service area/department prior to conducting inquiry.
  3. 6. This is the total possible points available on a call quality review.(3 words)
  4. 8. Step-by-Step directions for Calls, Callbacks, Money Dues and To Do's. (HINT KG Article 49XX)(3 words)(***)
  5. 10. Ability to view the FA's Client List.
  6. 11. Handles issues related to the following tools: Zoom, WebEx, Webdial, SharePoint.
  7. 13. This page allows you to create a multi-step process of Tasks. Once published it can be linked to a profile.(3 words)(***)
  8. 14. This page helps you locate contacts who have some working relationship, but cannot be converted to a Profile record.(2 words)