FTD

The FTD module is used by FTD (First-Time-Deposit) sales users/department. The module is split up into useful sub-menu items that will support your FTD team to work efficiently, accurately and with all the information they will need at their fingertips.

Items under the FTD module are user and brand specific.

The module is split up into sub-menu items as below:

Today’s Tasks

Todays tasks is a list of tasks that the CRM has determined that the user should be working on today. These also include tasks that were manually generated such as reminders.

The core of the tasks are based on events that customers complete requiring an action, rules and status workflow.

Clicking on any of the table items on Today’s Tasks list will open up the profile of the user in question.

Reminders

The Reminder’s table is a list of the user’s set reminders. These are manually placed in by the user and will display on the table when the reminder is due.

Status Workflow

Status Workflow are a list of preset actions that determined by the Status Workflow settings. This will automatically generate events or actions for users to complete based upon set triggers.

My Sticky Leads

The Sticky Leads table is the user’s sticky leads that has either been manually selected as a Sticky Lead by the user or the user’s manager.

Sticky leads are linked to the Sticky Lead’s owner and do not go back into the lead’s pool. There are limits on the amount of Sticky Leads a user can have based upon the configuration settings of the CRM.

Users that have reached their maximum of Sticky Leads will no longer be able to save Sticky Leads under them until they have removed another.

My Partners

My Partners shows a list of the user’s Partners (IBs/Affiliates). Clicking on any of the rows on the table will open the Partner Profile which is tailored to provide all the information about your Partners and their customer’s activities.

 

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