All Things INC

2. Something that can be tied to one or more loans.
3. The platforms embedded document management system.
5. An aggregation of specific data to track key metrics like sales call volume and opportunity pipeline.
11. Functionality used to send potential Opportunities to business partners.
12. A group of BOKF employees, across all business lines, that work with a Party.
13. Items created to alert different users in the system that certain activities need to take place.
15. Potential revenue-generating event associated with a Party.
17. Where unassigned records reside.
18. Sales call or other point of contact with a Party.
19. A detailed record of a user’s feedback, problem, or question.

1. A summarization of information from reports and displayed in a visual format.
4. Person related to a Party—generally an employee or some other influencing agent.
6. Term used for a record within Salesforce and INC.
7. Customer or prospect of BOK Financial, formerly known as the Account.
8. A place to capture details of someone that has registered interest in our products or services.
9. Allows a user to move a Party and/or Loan within the same or to another line of business.
10. A place to store details about a marketing activity.
14. Similar to reports but allow updates to the individual records from the list without drilling to the underlying record details.
16. Abbreviation for Integrated Credit