Salesforce Desktop 3

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Across
  1. 6. System and Process Changes (look in sharepoint)
  2. 10. Associate followed proper procedure for holds/transfers (if necessary).
  3. 12. System Known Issues & Workarounds Database. (look in sharepoint)
  4. 13. Provides a quick snapshot of actionable information to support a planned approach to contacting your clients at the right frequency.
  5. 16. ________ is the new Client Relationship Management (CRM)platform.
  6. 19. Associate confirmed requestor's understanding and next steps?
  7. 22. The primary contact for Salesforce Desktop related questions.
  8. 23. Handles issues related to the following tools: Zoom, WebEx, Webdial, SharePoint.
  9. 24. SEP & SIMPLE IRA Setup/Maintenance is covered by this department.
  10. 25. Task List Creation - Detailed directions for specific lists.
Down
  1. 1. View recurring birthdays or milestones. (KG XXXX).
  2. 2. Warm transfers for SFD (KG XXXX).
  3. 3. Relationship Manager - Edit Accounts in the Relationship Grouping. (look in joneslink)
  4. 4. This page provides a way to view all your Client's Interest Tags in one section.
  5. 5. Ability to view the FA'a Client List.
  6. 7. Assigned to On-Call BOA Button in tasks (KG XXXX).
  7. 8. Cancel an Event in Salesforce Desktop. (KG XXXX)
  8. 9. This page helps you locate contacts who have some working relationship with FA or BOA.
  9. 11. Create a Recurring Task in SFD. (KG XXXX).
  10. 14. This is the total possible points available on a call quality review.
  11. 15. Opens call with greeting and delight to help, States name and service area/department prior to conducting inquiry, and if callback, references previous ticket/topic in this QA category.
  12. 17. Where can you find Penny's Page?
  13. 18. This page is the landing page for all the branch's day-to-day duties.
  14. 20. This is the new word for an Event.
  15. 21. Uses confident language only, voice is firm and displays conviction, uses language that shows a sense of being current & information shows expert behavior in this QA category.