Across
- 2. an in person meeting w prospect or COI
- 4. sales effort logged for product you sell
- 6. group of pub employees working w entity
- 7. identified potential sale for product we sell
- 9. task or event that has taken place
- 10. serve as point people for com and marketing
- 11. indv/bus that has active products/svcs
- 12. a to do item or reminder
- 14. owner quarterback& crossells bank products
Down
- 1. broad type of records
- 3. center of influence individual or business
- 5. indv/bus who has no products or services
- 7. page displaying all products and services for a customer
- 8. indv. entries such as a lead,entity, contact
- 13. potential customer w no sales opp identified