Salesforce Terminology Crossword Challenge
Across
- 3. Products or services a customer has with M&T Bank
- 5. An individual that has a product with M&T Bank
- 6. in-person meeting with a customer
- 7. A Customer Relationship Management platform designed to help you sell, service, market, analyze and connect with your customers
Down
- 1. Any entry into Salesforce such as Leads, Referrals, Activities or Opportunities
- 2. a reminder for follow up or a to-do item
- 4. The three types of these are Log a Call, Task and Event