Synapsys

2. Every customer refers a new customer is tracked under a sales events using this type.
3. This should be sent to a new customer after their account is opened, within 2 days.
5. You can access the referrals you sent during the quarter, using this tab
8. Documents that need to be included in a service event, can be added by using this feature.
10. By clicking "add me as cc", you will be ________ on all updates for the request submitted.
11. All customer contacts should be _______ when you are finished contacting that customer or it is a Top 100 Prospect.
12. Check in with a phone call in ___ _______ to ensure satisfaction and identify further financial needs or cross-selling opportunities.

1. A _______ is any product that is solicited by the bank employee.
4. Referrals, Meetings, Phone Calls, Mailings & Notes are considered an __________.
6. You can see a customers account(s) & products tied to their profile under this view.
7. This contact event type is used when you reach out to a customer during their Time Deposit Renewal period.
9. A new customer should be called within ____ _____ as a follow up to ensure they are utilizing their account and have received their debit card.
11. You can go directly to a customer's Synapsys by clicking on this icon located on their CIF profile.