Salesforce Desktop

2. ________ is the new Client Relationship Management (CRM)platform
3. Clients will need a separate Online Access user ID (but can still use the same password) for each ________ _______ envelope
4. the system used to view schedules
7. This is the department/drop-down selection we use for Knowledge Articles
9. They were hired to provide continuity for Edward Jones branches while their BOA is out of the office
11. Only Due Date, Priority, and Assigned To fields are able to be ____ ______
13. Home Office Associate's use this system to take calls and manage cases
15. Edward Jones form of Google

1. This is the new word for an Event
5. This department handles questions related to Money Guide, Financial Foundation, and Portfolio
6. This type of note will only display the first 60 characters when viewed at the top of the page
8. This department handles questions related to Simple IRA accounts
10. Phone prompts and direct extensions are housed in this location
12. This is required to view EJ employee accounts
14. This is the tool used for two-way texting between the branch and clients